+43.4%
SMCI vs D
+65.5%
-22.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.8% |
| 7D | +9.7% | +0.8% | +8.9% | +9.9% |
| 30D | +29.3% | -0.7% | +30.1% | +29.1% |
| 3M | -8.5% | +2.1% | -10.6% | -7.8% |
| 6M | +28.6% | +6.8% | +21.8% | +30.6% |
| YTD | +37.5% | +16.5% | +21.0% | +44.0% |
| 1Y | +0.5% | +19.2% | -18.6% | +6.6% |
| 3Y | +43.4% | +61.9% | -18.4% | +49.6% |
| All | +43.4% | +65.5% | -22.1% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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