-8.8%
SMCI vs EW
+7.8%
-16.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.8% | +10.0% | +8.0% |
| 7D | +1.3% | -6.2% | +7.4% | +3.1% |
| 30D | +6.6% | -9.3% | +15.9% | +9.7% |
| 3M | +25.4% | -1.6% | +27.1% | +23.9% |
| 6M | +26.1% | -0.8% | +27.0% | +23.8% |
| YTD | +37.0% | -1.0% | +38.0% | +35.3% |
| 1Y | -8.8% | +8.2% | -16.9% | -13.3% |
| All | -8.8% | +7.8% | -16.6% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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