-8.8%
SMCI vs EOSE
-42.0%
+33.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.5% |
| 7D | +1.3% | +1.8% | -0.5% | +0.8% |
| 30D | +6.6% | -6.8% | +13.5% | +7.5% |
| 3M | +25.4% | -36.3% | +61.7% | +34.5% |
| 6M | +26.1% | -38.8% | +64.9% | +34.8% |
| YTD | +37.0% | -65.5% | +102.5% | +53.4% |
| 1Y | -8.8% | -45.3% | +36.5% | -18.4% |
| All | -8.8% | -42.0% | +33.2% | -18.4% |
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