-8.8%
SMCI vs DGX
+32.7%
-41.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +8.2% |
| 7D | +1.3% | -0.9% | +2.2% | +0.6% |
| 30D | +6.6% | -1.2% | +7.8% | +5.9% |
| 3M | +25.4% | +15.8% | +9.7% | +38.1% |
| 6M | +26.1% | +18.2% | +8.0% | +42.4% |
| YTD | +37.0% | +37.2% | -0.2% | +68.5% |
| 1Y | -8.8% | +30.4% | -39.1% | +11.3% |
| All | -8.8% | +32.7% | -41.4% | +11.3% |
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