-28.8%
SMCI vs AS
-3.0%
-25.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.9% | -8.4% | -9.7% |
| 7D | -0.3% | -3.6% | +3.3% | +1.7% |
| 30D | -30.9% | +3.4% | -34.3% | -32.9% |
| 3M | -28.2% | -8.6% | -19.6% | -24.5% |
| 6M | -17.7% | -10.0% | -7.6% | -14.3% |
| YTD | -7.8% | -19.2% | +11.4% | -0.1% |
| 1Y | -28.8% | -3.8% | -25.0% | -27.5% |
| All | -28.8% | -3.0% | -25.8% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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