-37.6%
SMCI vs DLTR
+45.2%
-82.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +9.6% | -15.3% | -7.6% |
| 7D | -17.3% | +15.6% | -32.9% | -20.3% |
| 30D | -31.5% | +29.9% | -61.3% | -36.4% |
| 3M | -6.6% | +12.5% | -19.1% | -9.7% |
| 6M | +6.0% | +56.3% | -50.3% | -12.3% |
| YTD | +1.1% | +19.5% | -18.4% | -11.5% |
| 1Y | -37.6% | +44.0% | -81.6% | -49.3% |
| All | -37.6% | +45.2% | -82.8% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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