-2.7%
SMCI vs EIX
+7.5%
-10.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.4% |
| 7D | +6.8% | -19.1% | +25.9% | +9.2% |
| 30D | +30.6% | -16.9% | +47.5% | +32.2% |
| 3M | -15.6% | -20.0% | +4.4% | -14.0% |
| 6M | +21.3% | -21.3% | +42.6% | +24.1% |
| YTD | +35.3% | -1.7% | +37.0% | +30.7% |
| 1Y | -2.7% | +9.6% | -12.3% | -7.7% |
| All | -2.7% | +7.5% | -10.2% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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