-8.8%
SMCI vs DELL
+359.9%
-368.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | -0.1% |
| 7D | +1.3% | +8.2% | -6.9% | -3.7% |
| 30D | +6.6% | +17.1% | -10.5% | -4.3% |
| 3M | +25.4% | +45.2% | -19.7% | -1.7% |
| 6M | +26.1% | +286.8% | -260.6% | -46.9% |
| YTD | +37.0% | +354.8% | -317.8% | -48.5% |
| 1Y | -8.8% | +358.3% | -367.0% | -64.5% |
| All | -8.8% | +359.9% | -368.7% | -64.5% |
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