-2.7%
SMCI vs DGX
+33.7%
-36.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.5% | +4.0% |
| 7D | +6.8% | -2.3% | +9.1% | +5.4% |
| 30D | +30.6% | +0.6% | +30.0% | +31.1% |
| 3M | -15.6% | +21.4% | -37.0% | -3.9% |
| 6M | +21.3% | +14.7% | +6.5% | +35.0% |
| YTD | +35.3% | +38.4% | -3.2% | +67.1% |
| 1Y | -2.7% | +34.0% | -36.7% | +21.3% |
| All | -2.7% | +33.7% | -36.4% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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