+980.0%
SMCI vs AVTR
-64.6%
+1,044.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.7% | +7.4% |
| 7D | +1.3% | -1.1% | +2.4% | +1.6% |
| 30D | +6.6% | +6.3% | +0.3% | +4.6% |
| 3M | +25.4% | +53.3% | -27.9% | +7.0% |
| 6M | +26.1% | +78.6% | -52.5% | +2.9% |
| YTD | +37.0% | +29.2% | +7.8% | +22.9% |
| 1Y | -8.8% | +13.8% | -22.6% | -17.0% |
| 3Y | +44.6% | -27.4% | +72.0% | +45.0% |
| All | +980.0% | -64.6% | +1,044.6% | +1,268.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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