-8.8%
SMCI vs AEE
+8.8%
-17.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | +6.6% | -2.9% | +9.5% | +7.2% |
| 3M | +25.4% | -2.4% | +27.8% | +27.0% |
| 6M | +26.1% | -2.7% | +28.8% | +27.6% |
| YTD | +37.0% | +7.3% | +29.7% | +37.6% |
| 1Y | -8.8% | +7.5% | -16.3% | -4.1% |
| All | -8.8% | +8.8% | -17.5% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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