-2.7%
SMCI vs DIA
+19.6%
-22.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.1% | +6.1% |
| 7D | +6.8% | -0.2% | +7.0% | +7.2% |
| 30D | +30.6% | -1.5% | +32.1% | +36.7% |
| 3M | -15.6% | +3.8% | -19.3% | -23.4% |
| 6M | +21.3% | +10.3% | +11.0% | -5.9% |
| YTD | +35.3% | +12.1% | +23.2% | +3.2% |
| 1Y | -2.7% | +18.6% | -21.4% | -30.4% |
| All | -2.7% | +19.6% | -22.3% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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