-2.7%
SMCI vs AGI
+17.6%
-20.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.4% |
| 7D | +6.8% | +0.6% | +6.2% | +6.3% |
| 30D | +30.6% | +18.2% | +12.3% | +20.3% |
| 3M | -15.6% | -4.1% | -11.5% | -14.5% |
| 6M | +21.3% | -28.7% | +50.0% | +35.4% |
| YTD | +35.3% | -4.0% | +39.2% | +37.3% |
| 1Y | -2.7% | +17.4% | -20.1% | -4.4% |
| All | -2.7% | +17.6% | -20.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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