-37.6%
SMCI vs AXP
-6.4%
-31.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.2% | -7.9% | -6.7% |
| 7D | -17.3% | +4.6% | -21.9% | -19.4% |
| 30D | -31.5% | +9.7% | -41.2% | -34.9% |
| 3M | -6.6% | -3.8% | -2.8% | -4.5% |
| 6M | +6.0% | +4.8% | +1.2% | +1.3% |
| YTD | +1.1% | -9.1% | +10.2% | +3.9% |
| 1Y | -37.6% | -6.7% | -30.9% | -36.7% |
| All | -37.6% | -6.4% | -31.2% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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