-8.8%
SMCI vs EXEL
+48.5%
-57.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.3% | +9.6% | +7.5% |
| 7D | +1.3% | -4.9% | +6.2% | +1.9% |
| 30D | +6.6% | +11.4% | -4.8% | +5.2% |
| 3M | +25.4% | +4.9% | +20.5% | +24.5% |
| 6M | +26.1% | +34.4% | -8.3% | +20.6% |
| YTD | +37.0% | +28.0% | +9.0% | +29.2% |
| 1Y | -8.8% | +43.6% | -52.4% | -6.5% |
| All | -8.8% | +48.5% | -57.3% | -6.5% |
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