-2.7%
SMCI vs AEM
+40.5%
-43.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +5.2% |
| 7D | +6.8% | -0.5% | +7.3% | +6.9% |
| 30D | +30.6% | +24.0% | +6.6% | +14.2% |
| 3M | -15.6% | +16.1% | -31.7% | -23.7% |
| 6M | +21.3% | -11.6% | +32.9% | +18.4% |
| YTD | +35.3% | +21.5% | +13.7% | +22.9% |
| 1Y | -2.7% | +39.2% | -41.9% | -7.6% |
| All | -2.7% | +40.5% | -43.2% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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