-2.7%
SMCI vs AEIS
+93.3%
-96.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +3.2% |
| 7D | +6.8% | +3.0% | +3.8% | +5.1% |
| 30D | +30.6% | -14.6% | +45.2% | +41.3% |
| 3M | -15.6% | -12.4% | -3.1% | -10.1% |
| 6M | +21.3% | -15.0% | +36.2% | +29.4% |
| YTD | +35.3% | +34.3% | +1.0% | +25.5% |
| 1Y | -2.7% | +87.4% | -90.1% | -19.2% |
| All | -2.7% | +93.3% | -96.1% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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