-2.7%
SMCI vs GPC
+0.2%
-2.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.5% |
| 7D | +6.8% | +0.4% | +6.4% | +6.7% |
| 30D | +30.6% | +5.1% | +25.4% | +28.8% |
| 3M | -15.6% | +41.5% | -57.1% | -28.4% |
| 6M | +21.3% | +21.8% | -0.6% | +7.1% |
| YTD | +35.3% | +14.6% | +20.7% | +27.4% |
| 1Y | -2.7% | +1.3% | -4.0% | -12.0% |
| All | -2.7% | +0.2% | -2.9% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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