-8.8%
SMCI vs EXPE
+30.8%
-39.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.1% |
| 7D | +1.3% | -5.8% | +7.1% | +1.9% |
| 30D | +6.6% | -13.6% | +20.2% | +8.2% |
| 3M | +25.4% | +25.2% | +0.2% | +18.5% |
| 6M | +26.1% | +22.3% | +3.8% | +19.9% |
| YTD | +37.0% | -0.3% | +37.3% | +32.7% |
| 1Y | -8.8% | +27.8% | -36.6% | -14.2% |
| All | -8.8% | +30.8% | -39.6% | -14.2% |
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