-14.9%
SMCI vs CB
+23.6%
-38.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -3.6% |
| 7D | -1.3% | -2.8% | +1.5% | -4.7% |
| 30D | +18.3% | -2.4% | +20.7% | +15.1% |
| 3M | +27.7% | +2.8% | +24.9% | +34.1% |
| 6M | +17.6% | +4.8% | +12.8% | +28.3% |
| YTD | +27.7% | +9.2% | +18.5% | +40.7% |
| 1Y | -14.9% | +22.8% | -37.7% | +7.7% |
| All | -14.9% | +23.6% | -38.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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