+43.4%
SMCI vs C
+269.1%
-225.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.2% |
| 7D | +9.7% | +3.2% | +6.5% | +7.0% |
| 30D | +29.3% | +1.3% | +28.0% | +28.2% |
| 3M | -8.5% | +3.1% | -11.6% | -10.1% |
| 6M | +28.6% | +29.6% | -1.0% | +6.9% |
| YTD | +37.5% | +19.0% | +18.6% | +21.4% |
| 1Y | +0.5% | +45.6% | -45.1% | -23.5% |
| 3Y | +43.4% | +269.3% | -225.8% | -39.3% |
| All | +43.4% | +269.1% | -225.6% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 3y: compounded portfolio wealth divided by compounded C 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…
3y analysis · Full analysis span regression · 6 months rolling