+44.6%
SMCI vs DLTR
+1.4%
+43.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | -10.1% | +11.4% | +3.7% |
| 30D | +6.6% | -8.1% | +14.7% | +8.3% |
| 3M | +25.4% | +2.9% | +22.6% | +23.2% |
| 6M | +26.1% | +4.3% | +21.8% | +22.4% |
| YTD | +37.0% | -3.9% | +40.9% | +34.9% |
| 1Y | -8.8% | +18.9% | -27.7% | -13.9% |
| 3Y | +44.6% | +1.9% | +42.7% | +14.2% |
| All | +44.6% | +1.4% | +43.2% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling