+44.6%
SMCI vs EEM
+86.2%
-41.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +4.7% |
| 7D | +1.3% | -1.3% | +2.5% | +4.1% |
| 30D | +6.6% | +2.1% | +4.5% | +2.6% |
| 3M | +25.4% | +1.0% | +24.4% | +24.2% |
| 6M | +26.1% | +15.9% | +10.2% | -0.4% |
| YTD | +37.0% | +24.6% | +12.4% | -8.1% |
| 1Y | -8.8% | +32.3% | -41.0% | -45.6% |
| 3Y | +44.6% | +85.9% | -41.3% | -56.6% |
| All | +44.6% | +86.2% | -41.6% | -56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling