+44.6%
SMCI vs AEIS
+173.7%
-129.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.9% | +2.3% | +3.6% |
| 7D | +1.3% | +2.3% | -1.0% | -0.3% |
| 30D | +6.6% | -14.8% | +21.4% | +18.9% |
| 3M | +25.4% | -15.6% | +41.0% | +39.1% |
| 6M | +26.1% | -8.7% | +34.8% | +30.3% |
| YTD | +37.0% | +37.3% | -0.3% | -2.4% |
| 1Y | -8.8% | +80.3% | -89.1% | -51.8% |
| 3Y | +44.6% | +177.9% | -133.3% | -46.3% |
| All | +44.6% | +173.7% | -129.1% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling