-37.6%
SMCI vs HDB
-32.8%
-4.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.6% | -11.3% | -7.8% |
| 7D | -17.3% | +12.9% | -30.2% | -21.7% |
| 30D | -31.5% | +10.0% | -41.5% | -34.8% |
| 3M | -6.6% | +1.8% | -8.4% | -7.4% |
| 6M | +6.0% | -2.1% | +8.1% | +4.7% |
| YTD | +1.1% | -33.4% | +34.5% | +23.5% |
| 1Y | -37.6% | -32.9% | -4.7% | -24.6% |
| All | -37.6% | -32.8% | -4.7% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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