-2.7%
SMCI vs DOW
+30.0%
-32.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.0% | +7.6% | +4.5% |
| 7D | +6.8% | -2.4% | +9.2% | +6.7% |
| 30D | +30.6% | +0.4% | +30.2% | +30.2% |
| 3M | -15.6% | -14.4% | -1.2% | -14.9% |
| 6M | +21.3% | -7.0% | +28.2% | +16.6% |
| YTD | +35.3% | +30.2% | +5.1% | +24.6% |
| 1Y | -2.7% | +29.2% | -31.9% | -8.3% |
| All | -2.7% | +30.0% | -32.7% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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