-8.8%
SMCI vs ARWR
+188.7%
-197.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -4.0% | +5.3% | +2.7% |
| 30D | +6.6% | -5.0% | +11.7% | +8.4% |
| 3M | +25.4% | +11.3% | +14.1% | +20.7% |
| 6M | +26.1% | +42.6% | -16.5% | +15.3% |
| YTD | +37.0% | +24.8% | +12.2% | +26.5% |
| 1Y | -8.8% | +178.8% | -187.5% | -33.4% |
| All | -8.8% | +188.7% | -197.4% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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