-37.6%
SMCI vs ALLE
+18.6%
-56.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.8% | -7.5% | -6.1% |
| 7D | -17.3% | +6.7% | -24.0% | -18.9% |
| 30D | -31.5% | +25.4% | -56.9% | -36.4% |
| 3M | -6.6% | +16.9% | -23.5% | -10.9% |
| 6M | +6.0% | +46.6% | -40.5% | -10.8% |
| YTD | +1.1% | +22.4% | -21.3% | -9.1% |
| 1Y | -37.6% | +17.7% | -55.3% | -43.0% |
| All | -37.6% | +18.6% | -56.1% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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