-9.3%
SMCI vs ALLE
-11.2%
+1.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -1.9% |
| 7D | +5.2% | -2.2% | +7.4% | +6.4% |
| 30D | +23.7% | -8.3% | +32.1% | +29.0% |
| 3M | -4.2% | +16.3% | -20.5% | -13.5% |
| 6M | +21.7% | +1.8% | +19.9% | +17.8% |
| YTD | +33.0% | -3.9% | +37.0% | +30.9% |
| 1Y | -9.3% | -10.0% | +0.7% | -0.7% |
| All | -9.3% | -11.2% | +1.9% | -0.7% |
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