+40.4%
SMCI vs ALL
+151.8%
-111.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.4% | -3.3% |
| 7D | +5.2% | -2.2% | +7.4% | +3.8% |
| 30D | +23.7% | -5.6% | +29.3% | +20.2% |
| 3M | -4.2% | +17.2% | -21.5% | +6.7% |
| 6M | +21.7% | +23.2% | -1.5% | +39.8% |
| YTD | +33.0% | +23.6% | +9.4% | +53.6% |
| 1Y | -9.3% | +29.2% | -38.5% | +7.0% |
| All | +40.4% | +151.8% | -111.5% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling