-37.6%
SMCI vs DOW
+50.2%
-87.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.2% | -2.5% | -5.9% |
| 7D | -17.3% | -4.2% | -13.2% | -17.6% |
| 30D | -31.5% | +14.7% | -46.2% | -30.8% |
| 3M | -6.6% | +9.1% | -15.7% | -5.9% |
| 6M | +6.0% | -17.7% | +23.7% | +10.8% |
| YTD | +1.1% | +44.6% | -43.5% | -15.3% |
| 1Y | -37.6% | +51.9% | -89.5% | -48.7% |
| All | -37.6% | +50.2% | -87.8% | -48.7% |
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