-2.7%
SMCI vs GNRC
+6.8%
-9.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.2% | +3.3% |
| 7D | +6.8% | +1.9% | +4.8% | +5.7% |
| 30D | +30.6% | -13.8% | +44.4% | +41.1% |
| 3M | -15.6% | -32.6% | +17.1% | +4.3% |
| 6M | +21.3% | -15.2% | +36.4% | +38.4% |
| YTD | +35.3% | +37.4% | -2.1% | +29.6% |
| 1Y | -2.7% | +5.1% | -7.9% | +1.4% |
| All | -2.7% | +6.8% | -9.5% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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