-14.9%
SMCI vs EQT
+9.6%
-24.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -1.3% | -1.2% | -0.1% | -0.9% |
| 30D | +18.3% | +1.1% | +17.2% | +17.8% |
| 3M | +27.7% | +4.8% | +22.9% | +24.4% |
| 6M | +17.6% | -10.6% | +28.2% | +19.8% |
| YTD | +27.7% | +3.4% | +24.3% | +22.8% |
| All | -14.9% | +9.6% | -24.5% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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