-14.9%
SMCI vs EXPD
+59.0%
-73.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | -1.3% | +1.2% | -2.5% | -1.6% |
| 30D | +18.3% | +6.8% | +11.5% | +16.8% |
| 3M | +27.7% | +14.9% | +12.8% | +24.9% |
| 6M | +17.6% | +34.6% | -17.0% | +13.1% |
| YTD | +27.7% | +27.7% | 0.0% | +26.8% |
| 1Y | -14.9% | +57.7% | -72.5% | -10.3% |
| All | -14.9% | +59.0% | -73.9% | -10.3% |
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