-2.7%
SMCI vs EXPE
+40.7%
-43.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.2% | +4.7% |
| 7D | +6.8% | -9.5% | +16.3% | +8.0% |
| 30D | +30.6% | -6.6% | +37.2% | +31.4% |
| 3M | -15.6% | +31.4% | -47.0% | -20.1% |
| 6M | +21.3% | +35.2% | -13.9% | +13.7% |
| YTD | +35.3% | +5.8% | +29.5% | +30.3% |
| 1Y | -2.7% | +38.7% | -41.4% | -8.5% |
| All | -2.7% | +40.7% | -43.4% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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