-8.8%
SMCI vs DOW
+28.8%
-37.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.3% | +7.3% |
| 7D | +1.3% | -1.4% | +2.7% | +1.3% |
| 30D | +6.6% | -3.9% | +10.6% | +6.5% |
| 3M | +25.4% | -12.7% | +38.1% | +26.0% |
| 6M | +26.1% | -13.7% | +39.8% | +23.2% |
| YTD | +37.0% | +28.4% | +8.6% | +25.9% |
| 1Y | -8.8% | +21.8% | -30.5% | -13.1% |
| All | -8.8% | +28.8% | -37.5% | -13.1% |
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