+44.6%
SMCI vs AEE
+46.3%
-1.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.0% |
| 30D | +6.6% | -2.9% | +9.5% | +5.7% |
| 3M | +25.4% | -2.4% | +27.8% | +24.9% |
| 6M | +26.1% | -2.7% | +28.8% | +25.5% |
| YTD | +37.0% | +7.3% | +29.7% | +42.0% |
| 1Y | -8.8% | +7.5% | -16.3% | -5.0% |
| 3Y | +44.6% | +46.2% | -1.6% | +75.8% |
| All | +44.6% | +46.3% | -1.7% | +75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling