-37.6%
SMCI vs EEM
+14.8%
-52.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.9% | -6.6% | -7.4% |
| 7D | -17.3% | -3.0% | -14.4% | -12.2% |
| 30D | -31.5% | -10.3% | -21.1% | -14.2% |
| 3M | -6.6% | -6.6% | 0.0% | +9.2% |
| 6M | +6.0% | -3.4% | +9.4% | +18.4% |
| YTD | +1.1% | +13.2% | -12.1% | -17.6% |
| 1Y | -37.6% | +15.0% | -52.6% | -50.7% |
| All | -37.6% | +14.8% | -52.3% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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