-8.8%
SMCI vs EEM
+33.3%
-42.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +4.8% |
| 7D | +1.3% | -1.3% | +2.5% | +4.1% |
| 30D | +6.6% | +2.1% | +4.5% | +2.7% |
| 3M | +25.4% | +1.0% | +24.4% | +23.9% |
| 6M | +26.1% | +15.9% | +10.2% | +0.6% |
| YTD | +37.0% | +24.6% | +12.4% | -7.9% |
| 1Y | -8.8% | +32.3% | -41.0% | -44.4% |
| All | -8.8% | +33.3% | -42.1% | -44.4% |
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