+21.7%
SMCI vs AEM
-5.6%
+27.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.6% |
| 7D | +5.2% | +3.0% | +2.2% | +2.2% |
| 30D | +23.7% | +12.5% | +11.3% | +8.4% |
| 3M | -4.2% | +26.9% | -31.2% | -27.2% |
| 6M | +21.7% | -9.4% | +31.2% | +36.4% |
| All | +21.7% | -5.6% | +27.3% | +36.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling