+34.8%
SMCI vs EAT
+585.9%
-551.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -1.3% | -6.2% | +4.9% | +0.2% |
| 30D | +18.3% | -3.0% | +21.3% | +19.0% |
| 3M | +27.7% | +45.6% | -17.9% | +15.6% |
| 6M | +17.6% | +53.5% | -36.0% | +4.5% |
| YTD | +27.7% | +49.6% | -21.9% | +13.6% |
| 1Y | -14.9% | +38.9% | -53.8% | -23.1% |
| All | +34.8% | +585.9% | -551.1% | -44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling