+34.8%
SMCI vs DG
+3.3%
+31.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -4.0% |
| 7D | -1.3% | -6.3% | +5.0% | -1.4% |
| 30D | +18.3% | +2.4% | +15.9% | +18.4% |
| 3M | +27.7% | +12.4% | +15.3% | +27.6% |
| 6M | +17.6% | -14.9% | +32.5% | +16.7% |
| YTD | +27.7% | -6.1% | +33.8% | +27.1% |
| 1Y | -14.9% | +17.9% | -32.7% | -14.5% |
| All | +34.8% | +3.3% | +31.5% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling