-37.6%
SMCI vs ALL
+42.7%
-80.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.9% | -8.6% | -2.3% |
| 7D | -17.3% | +7.5% | -24.9% | -9.5% |
| 30D | -31.5% | +19.7% | -51.2% | -14.4% |
| 3M | -6.6% | +2.9% | -9.5% | -0.6% |
| 6M | +6.0% | +23.5% | -17.5% | +43.5% |
| YTD | +1.1% | +31.1% | -30.0% | +43.2% |
| 1Y | -37.6% | +40.5% | -78.0% | -12.9% |
| All | -37.6% | +42.7% | -80.3% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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