-8.8%
SMCI vs EIX
+6.9%
-15.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.4% |
| 7D | +1.3% | -1.4% | +2.6% | +1.5% |
| 30D | +6.6% | -19.3% | +25.9% | +8.4% |
| 3M | +25.4% | -21.7% | +47.1% | +28.4% |
| 6M | +26.1% | -19.8% | +46.0% | +27.7% |
| YTD | +37.0% | -3.0% | +40.0% | +35.0% |
| 1Y | -8.8% | +5.1% | -13.9% | -8.8% |
| All | -8.8% | +6.9% | -15.7% | -8.8% |
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