-2.7%
SMCI vs ALAB
+73.5%
-76.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +9.8% | -5.2% | +0.8% |
| 7D | +6.8% | +7.2% | -0.5% | +3.8% |
| 30D | +30.6% | -2.5% | +33.1% | +31.5% |
| 3M | -15.6% | -13.3% | -2.3% | -12.9% |
| 6M | +21.3% | +172.8% | -151.6% | -14.2% |
| YTD | +35.3% | +86.6% | -51.3% | +2.7% |
| 1Y | -2.7% | +65.2% | -67.9% | -22.8% |
| All | -2.7% | +73.5% | -76.2% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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