-2.7%
SMCI vs AMC
-2.6%
-0.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.2% | +3.6% |
| 7D | +6.8% | +2.3% | +4.5% | +6.2% |
| 30D | +30.6% | -0.7% | +31.3% | +30.5% |
| 3M | -15.6% | +35.2% | -50.8% | -25.9% |
| 6M | +21.3% | +124.6% | -103.3% | -17.7% |
| YTD | +35.3% | +69.9% | -34.6% | +3.7% |
| 1Y | -2.7% | -2.6% | -0.2% | -14.5% |
| All | -2.7% | -2.6% | -0.2% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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