-8.8%
SMCI vs GE
+14.7%
-23.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.4% |
| 7D | +1.3% | -4.0% | +5.3% | +4.5% |
| 30D | +6.6% | -11.4% | +18.0% | +16.5% |
| 3M | +25.4% | -2.6% | +28.0% | +25.6% |
| 6M | +26.1% | -0.3% | +26.5% | +22.1% |
| YTD | +37.0% | +5.4% | +31.6% | +27.3% |
| 1Y | -8.8% | +15.5% | -24.3% | -16.8% |
| All | -8.8% | +14.7% | -23.4% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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