-2.7%
SMCI vs DBX
+20.4%
-23.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +7.0% | +4.3% |
| 7D | +6.8% | -2.4% | +9.2% | +6.5% |
| 30D | +30.6% | -0.5% | +31.1% | +30.5% |
| 3M | -15.6% | +28.1% | -43.6% | -14.3% |
| 6M | +21.3% | +33.1% | -11.8% | +23.4% |
| YTD | +35.3% | +25.3% | +10.0% | +37.5% |
| 1Y | -2.7% | +18.3% | -21.1% | +1.4% |
| All | -2.7% | +20.4% | -23.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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