+44.6%
SMCI vs DELL
+737.0%
-692.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | -0.7% |
| 7D | +1.3% | +8.2% | -6.9% | -4.1% |
| 30D | +6.6% | +17.1% | -10.5% | -5.4% |
| 3M | +25.4% | +45.2% | -19.7% | -4.2% |
| 6M | +26.1% | +286.8% | -260.6% | -52.8% |
| YTD | +37.0% | +354.8% | -317.8% | -55.3% |
| 1Y | -8.8% | +358.3% | -367.0% | -70.5% |
| 3Y | +44.6% | +724.9% | -680.3% | -74.9% |
| All | +44.6% | +737.0% | -692.4% | -74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling