-2.7%
SMCI vs EQX
+42.9%
-45.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +6.9% | +5.5% |
| 7D | +6.8% | -1.4% | +8.2% | +7.2% |
| 30D | +30.6% | +24.4% | +6.2% | +18.5% |
| 3M | -15.6% | +11.6% | -27.2% | -20.3% |
| 6M | +21.3% | -25.0% | +46.3% | +24.5% |
| YTD | +35.3% | -8.4% | +43.6% | +35.1% |
| 1Y | -2.7% | +43.4% | -46.1% | +0.6% |
| All | -2.7% | +42.9% | -45.7% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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