-2.7%
SMCI vs EWT
+99.0%
-101.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.7% | +1.5% |
| 7D | +6.8% | +4.0% | +2.8% | +0.2% |
| 30D | +30.6% | +10.3% | +20.3% | +12.0% |
| 3M | -15.6% | +6.1% | -21.7% | -21.9% |
| 6M | +21.3% | +56.6% | -35.4% | -38.3% |
| YTD | +35.3% | +76.6% | -41.3% | -44.1% |
| 1Y | -2.7% | +97.9% | -100.6% | -65.0% |
| All | -2.7% | +99.0% | -101.7% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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