-2.7%
SMCI vs HD
-19.2%
+16.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.3% |
| 7D | +6.8% | -2.1% | +8.8% | +7.2% |
| 30D | +30.6% | -8.4% | +39.0% | +32.9% |
| 3M | -15.6% | +4.3% | -19.9% | -19.1% |
| 6M | +21.3% | -11.1% | +32.4% | +18.9% |
| YTD | +35.3% | -4.7% | +39.9% | +36.4% |
| 1Y | -2.7% | -19.8% | +17.1% | -16.4% |
| All | -2.7% | -19.2% | +16.5% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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