+44.6%
SMCI vs DHR
-7.0%
+51.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -3.6% | +4.9% | +2.9% |
| 30D | +6.6% | -2.7% | +9.4% | +7.7% |
| 3M | +25.4% | +10.9% | +14.5% | +16.8% |
| 6M | +26.1% | +3.0% | +23.1% | +22.1% |
| YTD | +37.0% | -12.2% | +49.2% | +44.2% |
| 1Y | -8.8% | +3.3% | -12.1% | -12.7% |
| 3Y | +44.6% | -8.2% | +52.8% | +36.1% |
| All | +44.6% | -7.0% | +51.6% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling