+44.6%
SMCI vs DBX
+27.0%
+17.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.8% |
| 7D | +1.3% | +2.1% | -0.8% | +0.5% |
| 30D | +6.6% | +5.7% | +0.9% | +4.4% |
| 3M | +25.4% | +31.8% | -6.4% | +11.2% |
| 6M | +26.1% | +37.5% | -11.3% | +7.8% |
| YTD | +37.0% | +27.9% | +9.1% | +21.5% |
| 1Y | -8.8% | +15.0% | -23.8% | -14.7% |
| 3Y | +44.6% | +27.2% | +17.4% | +36.6% |
| All | +44.6% | +27.0% | +17.6% | +36.6% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling