-2.7%
SMCI vs EXPD
+57.8%
-60.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.3% |
| 7D | +6.8% | -1.1% | +7.9% | +7.0% |
| 30D | +30.6% | +4.1% | +26.5% | +29.4% |
| 3M | -15.6% | +17.9% | -33.5% | -17.4% |
| 6M | +21.3% | +29.2% | -8.0% | +17.6% |
| YTD | +35.3% | +27.4% | +7.9% | +34.8% |
| 1Y | -2.7% | +56.8% | -59.6% | +3.3% |
| All | -2.7% | +57.8% | -60.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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