-2.7%
SMCI vs EOSE
-49.1%
+46.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +10.9% | -6.3% | +2.1% |
| 7D | +6.8% | +19.0% | -12.2% | +2.2% |
| 30D | +30.6% | +1.6% | +29.0% | +29.2% |
| 3M | -15.6% | -52.0% | +36.4% | -3.4% |
| 6M | +21.3% | -42.5% | +63.8% | +31.2% |
| YTD | +35.3% | -66.1% | +101.4% | +52.4% |
| 1Y | -2.7% | -47.1% | +44.4% | -3.8% |
| All | -2.7% | -49.1% | +46.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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