-14.9%
SMCI vs DRI
+1.2%
-16.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.9% |
| 7D | -1.3% | -4.8% | +3.5% | -0.9% |
| 30D | +18.3% | -5.2% | +23.5% | +18.7% |
| 3M | +27.7% | +2.7% | +25.0% | +27.6% |
| 6M | +17.6% | +3.6% | +14.0% | +17.0% |
| YTD | +27.7% | +15.4% | +12.3% | +27.2% |
| All | -14.9% | +1.2% | -16.2% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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