+34.8%
SMCI vs HDB
-31.0%
+65.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.6% |
| 7D | -1.3% | -6.2% | +4.9% | +1.0% |
| 30D | +18.3% | -6.2% | +24.5% | +20.9% |
| 3M | +27.7% | -5.9% | +33.6% | +28.2% |
| 6M | +17.6% | -25.9% | +43.5% | +29.8% |
| YTD | +27.7% | -40.2% | +67.9% | +50.3% |
| 1Y | -14.9% | -38.0% | +23.1% | -0.9% |
| All | +34.8% | -31.0% | +65.8% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling