-8.8%
SMCI vs ADI
+54.8%
-63.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.9% | +2.4% | +3.0% |
| 7D | +1.3% | +4.6% | -3.3% | -2.5% |
| 30D | +6.6% | -1.2% | +7.8% | +7.8% |
| 3M | +25.4% | -7.8% | +33.2% | +34.6% |
| 6M | +26.1% | +19.3% | +6.8% | +14.9% |
| YTD | +37.0% | +40.9% | -3.9% | +15.0% |
| 1Y | -8.8% | +54.5% | -63.3% | -27.7% |
| All | -8.8% | +54.8% | -63.6% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ADI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling