+34.8%
SMCI vs EIX
-5.9%
+40.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.7% |
| 7D | -1.3% | +0.8% | -2.1% | -1.4% |
| 30D | +18.3% | -18.8% | +37.1% | +22.5% |
| 3M | +27.7% | -19.7% | +47.4% | +32.5% |
| 6M | +17.6% | -18.2% | +35.8% | +21.2% |
| YTD | +27.7% | -1.7% | +29.5% | +24.8% |
| 1Y | -14.9% | +7.8% | -22.6% | -19.2% |
| All | +34.8% | -5.9% | +40.7% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling