-35.6%
SMCI vs DHI
+9.9%
-45.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.4% | -8.9% | -8.6% |
| 7D | -21.3% | +7.6% | -28.9% | -22.8% |
| 30D | -37.7% | +15.3% | -53.0% | -40.5% |
| 3M | -10.7% | +4.4% | -15.1% | -11.8% |
| 6M | -2.7% | +8.3% | -11.0% | -5.6% |
| YTD | -7.5% | +10.4% | -17.9% | -15.3% |
| 1Y | -35.6% | +9.8% | -45.4% | -42.3% |
| All | -35.6% | +9.9% | -45.5% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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