+34.8%
SMCI vs EXE
+18.1%
+16.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.2% | -4.1% |
| 7D | -1.3% | -2.2% | +0.9% | -0.6% |
| 30D | +18.3% | -0.8% | +19.1% | +18.3% |
| 3M | +27.7% | +10.0% | +17.7% | +23.2% |
| 6M | +17.6% | -6.3% | +23.9% | +19.4% |
| YTD | +27.7% | -10.7% | +38.4% | +31.4% |
| 1Y | -14.9% | +2.7% | -17.5% | -17.0% |
| All | +34.8% | +18.1% | +16.7% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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