+44.6%
SMCI vs AIG
+33.9%
+10.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.3% |
| 7D | +1.3% | -1.2% | +2.4% | +1.3% |
| 30D | +6.6% | -1.1% | +7.7% | +6.6% |
| 3M | +25.4% | +0.7% | +24.8% | +24.5% |
| 6M | +26.1% | -2.2% | +28.3% | +25.5% |
| YTD | +37.0% | -10.8% | +47.8% | +38.9% |
| 1Y | -8.8% | -2.0% | -6.7% | -9.7% |
| 3Y | +44.6% | +34.8% | +9.8% | +4.9% |
| All | +44.6% | +33.9% | +10.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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