-37.6%
SMCI vs GTLB
+6.1%
-43.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -17.3% | -9.7% | -7.7% | -15.8% |
| 30D | -31.5% | +1.7% | -33.2% | -31.5% |
| 3M | -6.6% | +43.6% | -50.2% | -12.7% |
| 6M | +6.0% | +113.0% | -107.0% | -9.1% |
| YTD | +1.1% | +39.5% | -38.4% | -9.4% |
| 1Y | -37.6% | +12.6% | -50.2% | -42.0% |
| All | -37.6% | +6.1% | -43.7% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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