+43.4%
SMCI vs ALLY
+69.8%
-26.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +3.9% |
| 7D | +9.7% | +1.0% | +8.6% | +8.8% |
| 30D | +29.3% | -3.3% | +32.6% | +32.3% |
| 3M | -8.5% | +0.5% | -8.9% | -8.3% |
| 6M | +28.6% | +12.6% | +16.0% | +19.6% |
| YTD | +37.5% | -4.7% | +42.2% | +42.0% |
| 1Y | +0.5% | +5.2% | -4.7% | -3.2% |
| 3Y | +43.4% | +66.5% | -23.0% | -2.3% |
| All | +43.4% | +69.8% | -26.4% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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