-2.7%
SMCI vs DELL
+328.0%
-330.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.6% |
| 7D | +6.8% | +14.9% | -8.1% | -3.0% |
| 30D | +30.6% | +13.3% | +17.3% | +20.2% |
| 3M | -15.6% | +24.4% | -40.0% | -26.6% |
| 6M | +21.3% | +258.0% | -236.8% | -45.9% |
| YTD | +35.3% | +320.2% | -284.9% | -46.0% |
| 1Y | -2.7% | +319.1% | -321.8% | -60.0% |
| All | -2.7% | +328.0% | -330.7% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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