-37.6%
SMCI vs GM
+37.1%
-74.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.6% | -10.3% | -8.8% |
| 7D | -17.3% | +12.1% | -29.4% | -24.4% |
| 30D | -31.5% | +15.2% | -46.7% | -39.1% |
| 3M | -6.6% | +4.9% | -11.5% | -11.1% |
| 6M | +6.0% | +22.6% | -16.6% | -10.4% |
| YTD | +1.1% | +14.4% | -13.3% | -13.0% |
| 1Y | -37.6% | +39.4% | -77.0% | -47.6% |
| All | -37.6% | +37.1% | -74.7% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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