+21.7%
SMCI vs EWT
+62.7%
-41.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.6% |
| 7D | +5.2% | +2.1% | +3.1% | +1.6% |
| 30D | +23.7% | +9.4% | +14.4% | +6.7% |
| 3M | -4.2% | +10.9% | -15.1% | -18.9% |
| 6M | +21.7% | +57.9% | -36.2% | -48.3% |
| All | +21.7% | +62.7% | -41.0% | -48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling