-14.9%
SMCI vs AG
+117.1%
-132.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -1.9% |
| 7D | -1.3% | -5.8% | +4.5% | +1.2% |
| 30D | +18.3% | +6.4% | +11.9% | +14.3% |
| 3M | +27.7% | +28.4% | -0.7% | +12.0% |
| 6M | +17.6% | -24.5% | +42.0% | +25.1% |
| YTD | +27.7% | +21.2% | +6.5% | +15.6% |
| All | -14.9% | +117.1% | -132.0% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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