-2.7%
SMCI vs CG
-24.3%
+21.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.2% | +5.3% |
| 7D | +6.8% | -4.3% | +11.1% | +9.0% |
| 30D | +30.6% | -5.1% | +35.7% | +33.5% |
| 3M | -15.6% | +8.7% | -24.3% | -19.2% |
| 6M | +21.3% | -9.2% | +30.5% | +26.2% |
| YTD | +35.3% | -18.9% | +54.1% | +47.1% |
| 1Y | -2.7% | -25.6% | +22.9% | +3.3% |
| All | -2.7% | -24.3% | +21.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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