-8.8%
SMCI vs ALL
+29.5%
-38.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +8.1% |
| 7D | +1.3% | -2.3% | +3.5% | -1.2% |
| 30D | +6.6% | -0.4% | +7.0% | +6.4% |
| 3M | +25.4% | +16.0% | +9.4% | +48.2% |
| 6M | +26.1% | +24.6% | +1.6% | +60.2% |
| YTD | +37.0% | +23.7% | +13.3% | +73.8% |
| 1Y | -8.8% | +27.7% | -36.5% | +22.8% |
| All | -8.8% | +29.5% | -38.3% | +22.8% |
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