-2.7%
SMCI vs DIS
-8.8%
+6.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +5.3% |
| 7D | +6.8% | -2.6% | +9.4% | +7.9% |
| 30D | +30.6% | +3.5% | +27.1% | +27.9% |
| 3M | -15.6% | +6.8% | -22.4% | -19.0% |
| 6M | +21.3% | +3.0% | +18.3% | +19.2% |
| YTD | +35.3% | -6.7% | +42.0% | +34.5% |
| 1Y | -2.7% | -10.1% | +7.4% | -11.7% |
| All | -2.7% | -8.8% | +6.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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