-43.9%
SMCI vs AMIX
-99.9%
+56.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +8.8% | -11.7% | -3.0% |
| 7D | -11.5% | +11.4% | -22.9% | -11.6% |
| 30D | -33.6% | -40.5% | +6.9% | -33.0% |
| 3M | -11.7% | -80.1% | +68.4% | -9.5% |
| 6M | -21.4% | -74.8% | +53.4% | -23.3% |
| YTD | -5.1% | -84.0% | +78.9% | -7.4% |
| 1Y | -30.9% | -89.7% | +58.9% | -32.5% |
| All | -43.9% | -99.9% | +56.0% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling