-2.7%
SMCI vs GTLB
+14.4%
-17.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.5% | +4.3% |
| 7D | +6.8% | +11.1% | -4.3% | +4.6% |
| 30D | +30.6% | +37.8% | -7.2% | +22.2% |
| 3M | -15.6% | +61.6% | -77.2% | -23.6% |
| 6M | +21.3% | +98.9% | -77.7% | +3.7% |
| YTD | +35.3% | +32.8% | +2.5% | +24.7% |
| 1Y | -2.7% | +14.7% | -17.4% | +0.4% |
| All | -2.7% | +14.4% | -17.2% | +0.4% |
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