+2,156.8%
SMCI vs DBX
+19.3%
+2,137.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.6% | -4.1% |
| 7D | +5.2% | +0.3% | +5.0% | +5.0% |
| 30D | +23.7% | 0.0% | +23.7% | +23.4% |
| 3M | -4.2% | +26.1% | -30.3% | -13.2% |
| 6M | +21.7% | +29.4% | -7.6% | +8.1% |
| YTD | +33.0% | +24.4% | +8.6% | +19.7% |
| 1Y | -9.3% | +10.9% | -20.2% | -15.2% |
| 3Y | +38.7% | +24.1% | +14.6% | +24.4% |
| 5Y | +967.2% | +7.8% | +959.4% | +869.9% |
| All | +2,156.8% | +19.3% | +2,137.5% | +1,738.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling