-2.7%
SMCI vs AU
+100.5%
-103.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.3% | +6.9% | +5.5% |
| 7D | +6.8% | -3.6% | +10.4% | +8.4% |
| 30D | +30.6% | +23.9% | +6.7% | +17.9% |
| 3M | -15.6% | +19.1% | -34.7% | -22.7% |
| 6M | +21.3% | -0.2% | +21.4% | +12.6% |
| YTD | +35.3% | +32.5% | +2.8% | +21.7% |
| 1Y | -2.7% | +96.9% | -99.7% | -13.1% |
| All | -2.7% | +100.5% | -103.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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