-8.8%
SMCI vs DG
+19.2%
-27.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.3% |
| 7D | +1.3% | -6.5% | +7.8% | +1.3% |
| 30D | +6.6% | +4.2% | +2.5% | +6.6% |
| 3M | +25.4% | +9.5% | +15.9% | +23.5% |
| 6M | +26.1% | -13.1% | +39.3% | +24.9% |
| YTD | +37.0% | -4.8% | +41.8% | +34.9% |
| 1Y | -8.8% | +20.6% | -29.4% | -10.0% |
| All | -8.8% | +19.2% | -27.9% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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