-21.5%
SMCI vs AMIX
-99.9%
+78.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | +5.2% | +1.6% | +3.7% | +5.2% |
| 30D | +23.7% | -50.8% | +74.6% | +24.9% |
| 3M | -4.2% | -46.3% | +42.1% | -7.7% |
| 6M | +21.7% | -49.9% | +71.6% | +17.1% |
| YTD | +33.0% | -60.4% | +93.4% | +27.8% |
| 1Y | -9.3% | -81.7% | +72.4% | -12.7% |
| All | -21.5% | -99.9% | +78.4% | -35.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling