+44.6%
SMCI vs EWJ
+73.0%
-28.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +3.8% |
| 7D | +1.3% | +0.3% | +1.0% | +1.0% |
| 30D | +6.6% | +0.8% | +5.8% | +5.7% |
| 3M | +25.4% | +7.5% | +17.9% | +13.7% |
| 6M | +26.1% | +15.6% | +10.6% | +8.3% |
| YTD | +37.0% | +22.7% | +14.3% | +9.8% |
| 1Y | -8.8% | +26.4% | -35.2% | -29.0% |
| 3Y | +44.6% | +72.5% | -27.9% | -30.5% |
| All | +44.6% | +73.0% | -28.4% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling