-2.7%
SMCI vs ALB
+60.9%
-63.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.4% | +9.0% | +5.5% |
| 7D | +6.8% | -8.1% | +14.8% | +8.6% |
| 30D | +30.6% | +6.3% | +24.3% | +27.9% |
| 3M | -15.6% | -23.6% | +8.0% | -11.6% |
| 6M | +21.3% | -24.6% | +45.9% | +26.1% |
| YTD | +35.3% | -10.3% | +45.5% | +41.4% |
| 1Y | -2.7% | +61.5% | -64.2% | +9.5% |
| All | -2.7% | +60.9% | -63.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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