+26.1%
SMCI vs DGX
+18.5%
+7.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +8.3% |
| 7D | +1.3% | -0.9% | +2.2% | +0.5% |
| 30D | +6.6% | -1.2% | +7.8% | +5.8% |
| 3M | +25.4% | +15.8% | +9.7% | +43.1% |
| 6M | +26.1% | +18.2% | +8.0% | +43.1% |
| All | +26.1% | +18.5% | +7.6% | +43.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling