-20.1%
SMCI vs AMIX
-99.9%
+79.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +4.6% |
| 7D | +6.8% | -13.7% | +20.5% | +7.0% |
| 30D | +30.6% | -62.1% | +92.6% | +32.3% |
| 3M | -15.6% | -46.2% | +30.6% | -18.7% |
| 6M | +21.3% | -46.4% | +67.7% | +16.6% |
| YTD | +35.3% | -60.3% | +95.5% | +29.9% |
| 1Y | -2.7% | -79.7% | +76.9% | -6.4% |
| All | -20.1% | -99.9% | +79.7% | -34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling