-28.8%
SMCI vs DIS
+4.7%
-33.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.2% | -10.1% | -10.9% |
| 7D | -0.3% | +0.9% | -1.2% | -0.6% |
| 30D | -30.9% | +8.9% | -39.8% | -33.1% |
| 3M | -28.2% | +14.5% | -42.8% | -32.6% |
| 6M | -17.7% | +12.2% | -29.9% | -20.9% |
| YTD | -7.8% | +4.7% | -12.5% | -12.2% |
| 1Y | -28.8% | +2.8% | -31.6% | -31.5% |
| All | -28.8% | +4.7% | -33.5% | -31.5% |
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