+40.4%
SMCI vs DRI
+54.1%
-13.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.1% |
| 7D | +5.2% | -4.8% | +10.0% | +5.9% |
| 30D | +23.7% | -3.9% | +27.7% | +24.3% |
| 3M | -4.2% | +5.1% | -9.3% | -5.0% |
| 6M | +21.7% | +5.5% | +16.2% | +20.5% |
| YTD | +33.0% | +16.5% | +16.5% | +29.9% |
| 1Y | -9.3% | +2.0% | -11.3% | -10.0% |
| All | +40.4% | +54.1% | -13.8% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling