+526.4%
SMCI vs ARWR
-35.7%
+562.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.5% | -6.8% | -10.1% |
| 7D | -0.3% | -17.9% | +17.6% | +4.7% |
| 30D | -30.9% | -18.9% | -12.0% | -27.1% |
| 3M | -28.2% | -46.0% | +17.7% | -16.2% |
| 6M | -17.7% | -40.3% | +22.7% | -6.2% |
| YTD | -7.8% | -29.0% | +21.2% | -0.1% |
| 1Y | -28.8% | +13.8% | -42.6% | -32.1% |
| 3Y | +1.5% | +74.9% | -73.4% | -21.3% |
| All | +526.4% | -35.7% | +562.1% | +440.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling