-8.8%
SMCI vs EAT
+37.8%
-46.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.4% |
| 7D | +1.3% | -7.7% | +9.0% | +2.2% |
| 30D | +6.6% | -13.6% | +20.2% | +8.2% |
| 3M | +25.4% | +33.9% | -8.4% | +20.9% |
| 6M | +26.1% | +47.2% | -21.1% | +20.0% |
| YTD | +37.0% | +48.1% | -11.1% | +30.1% |
| 1Y | -8.8% | +33.7% | -42.4% | -13.9% |
| All | -8.8% | +37.8% | -46.5% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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