-8.8%
SMCI vs GNRC
+0.9%
-9.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.3% | +5.7% |
| 7D | +1.3% | -0.2% | +1.5% | +1.5% |
| 30D | +6.6% | -15.7% | +22.4% | +16.7% |
| 3M | +25.4% | -27.3% | +52.8% | +48.7% |
| 6M | +26.1% | -12.1% | +38.2% | +42.7% |
| YTD | +37.0% | +37.1% | -0.1% | +30.9% |
| 1Y | -8.8% | -0.5% | -8.3% | -3.2% |
| All | -8.8% | +0.9% | -9.7% | -3.2% |
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