+43.4%
SMCI vs DIS
+34.5%
+8.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +9.7% | -1.1% | +10.8% | +10.2% |
| 30D | +29.3% | +0.1% | +29.2% | +28.8% |
| 3M | -8.5% | +7.1% | -15.6% | -12.9% |
| 6M | +28.6% | +4.3% | +24.3% | +24.9% |
| YTD | +37.5% | -6.9% | +44.5% | +41.4% |
| 1Y | +0.5% | -10.3% | +10.9% | +5.3% |
| 3Y | +43.4% | +32.8% | +10.6% | +20.8% |
| All | +43.4% | +34.5% | +8.9% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling