+43.4%
SMCI vs AMC
-67.8%
+111.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +2.0% |
| 7D | +9.7% | -0.8% | +10.4% | +9.7% |
| 30D | +29.3% | -1.2% | +30.5% | +29.4% |
| 3M | -8.5% | +42.2% | -50.7% | -13.7% |
| 6M | +28.6% | +118.8% | -90.2% | +15.2% |
| YTD | +37.5% | +64.1% | -26.6% | +26.5% |
| 1Y | +0.5% | -9.5% | +10.1% | -3.8% |
| 3Y | +43.4% | -64.3% | +107.8% | +38.6% |
| All | +43.4% | -67.8% | +111.3% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling