+44.6%
SMCI vs EWZ
+46.3%
-1.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.2% | +8.0% |
| 7D | +1.3% | +0.9% | +0.4% | +0.5% |
| 30D | +6.6% | +12.8% | -6.2% | -3.0% |
| 3M | +25.4% | +10.8% | +14.7% | +16.3% |
| 6M | +26.1% | +2.5% | +23.6% | +25.7% |
| YTD | +37.0% | +21.4% | +15.6% | +24.6% |
| 1Y | -8.8% | +32.8% | -41.6% | -21.8% |
| 3Y | +44.6% | +45.2% | -0.6% | +9.7% |
| All | +44.6% | +46.3% | -1.7% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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