-37.6%
SMCI vs AMIX
-92.3%
+54.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.0% | -2.7% | -5.6% |
| 7D | -17.3% | -25.1% | +7.8% | -16.8% |
| 30D | -31.5% | -54.5% | +23.1% | -30.4% |
| 3M | -6.6% | -91.7% | +85.1% | -2.3% |
| 6M | +6.0% | -79.4% | +85.5% | +5.9% |
| YTD | +1.1% | -86.1% | +87.2% | -1.2% |
| 1Y | -37.6% | -91.6% | +54.0% | -39.6% |
| All | -37.6% | -92.3% | +54.8% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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