-56.6%
SMCI vs ALAB
+471.8%
-528.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.0% | -7.4% | -5.0% |
| 7D | +5.2% | +9.6% | -4.4% | +0.9% |
| 30D | +23.7% | -5.3% | +29.0% | +26.0% |
| 3M | -4.2% | -12.0% | +7.8% | -1.8% |
| 6M | +21.7% | +145.7% | -124.0% | -18.7% |
| YTD | +33.0% | +80.7% | -47.7% | -3.2% |
| 1Y | -9.3% | +40.1% | -49.4% | -29.7% |
| All | -56.6% | +471.8% | -528.4% | -83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling