-8.8%
SMCI vs EWJ
+26.9%
-35.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +2.4% |
| 7D | +1.3% | +0.3% | +1.0% | +0.9% |
| 30D | +6.6% | +0.8% | +5.8% | +5.1% |
| 3M | +25.4% | +7.5% | +17.9% | +7.7% |
| 6M | +26.1% | +15.6% | +10.6% | -1.1% |
| YTD | +37.0% | +22.7% | +14.3% | -3.2% |
| 1Y | -8.8% | +26.4% | -35.2% | -37.1% |
| All | -8.8% | +26.9% | -35.7% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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