-8.8%
SMCI vs DLR
+11.7%
-20.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.5% | +5.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +6.6% | -4.3% | +10.9% | +12.7% |
| 3M | +25.4% | +3.8% | +21.6% | +19.4% |
| 6M | +26.1% | +5.8% | +20.3% | +21.4% |
| YTD | +37.0% | +23.5% | +13.5% | +15.8% |
| 1Y | -8.8% | +11.1% | -19.8% | -17.9% |
| All | -8.8% | +11.7% | -20.4% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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