-8.8%
SMCI vs EXR
-0.7%
-8.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.9% |
| 7D | +1.3% | -1.2% | +2.4% | +1.9% |
| 30D | +6.6% | -6.2% | +12.8% | +9.9% |
| 3M | +25.4% | -7.4% | +32.8% | +28.9% |
| 6M | +26.1% | -0.5% | +26.7% | +20.5% |
| YTD | +37.0% | +8.1% | +28.9% | +31.1% |
| 1Y | -8.8% | -2.9% | -5.9% | -11.7% |
| All | -8.8% | -0.7% | -8.1% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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