-2.7%
SMCI vs DAR
+104.4%
-107.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.7% |
| 7D | +6.8% | +1.4% | +5.4% | +6.5% |
| 30D | +30.6% | +12.8% | +17.8% | +28.3% |
| 3M | -15.6% | +7.4% | -22.9% | -16.3% |
| 6M | +21.3% | +22.3% | -1.0% | +18.0% |
| YTD | +35.3% | +81.1% | -45.8% | +31.8% |
| 1Y | -2.7% | +106.5% | -109.2% | -1.4% |
| All | -2.7% | +104.4% | -107.1% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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