-37.6%
SMCI vs DHR
+11.6%
-49.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.8% | -6.1% |
| 7D | -17.3% | +0.4% | -17.7% | -17.4% |
| 30D | -31.5% | +6.2% | -37.7% | -32.1% |
| 3M | -6.6% | +20.8% | -27.4% | -9.6% |
| 6M | +6.0% | +35.5% | -29.5% | -4.7% |
| YTD | +1.1% | +3.2% | -2.1% | +2.1% |
| 1Y | -37.6% | +10.7% | -48.2% | -39.5% |
| All | -37.6% | +11.6% | -49.1% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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