-2.7%
SMCI vs EXEL
+59.2%
-62.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +6.8% | +8.4% | -1.6% | +5.6% |
| 30D | +30.6% | +4.1% | +26.5% | +30.1% |
| 3M | -15.6% | +12.4% | -28.0% | -17.0% |
| 6M | +21.3% | +41.5% | -20.3% | +15.1% |
| YTD | +35.3% | +34.6% | +0.6% | +26.8% |
| 1Y | -2.7% | +57.9% | -60.6% | -1.4% |
| All | -2.7% | +59.2% | -62.0% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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