-8.8%
SMCI vs AME
+29.6%
-38.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +3.3% |
| 7D | +1.3% | +1.7% | -0.5% | -0.7% |
| 30D | +6.6% | -6.4% | +13.1% | +15.5% |
| 3M | +25.4% | +7.1% | +18.3% | +18.1% |
| 6M | +26.1% | +8.2% | +18.0% | +19.0% |
| YTD | +37.0% | +18.2% | +18.8% | +25.0% |
| 1Y | -8.8% | +26.7% | -35.5% | -11.7% |
| All | -8.8% | +29.6% | -38.3% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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