-2.7%
SMCI vs HLT
+13.1%
-15.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +5.0% |
| 7D | +6.8% | -3.3% | +10.1% | +8.5% |
| 30D | +30.6% | -4.1% | +34.7% | +32.8% |
| 3M | -15.6% | -7.9% | -7.7% | -12.4% |
| 6M | +21.3% | +2.2% | +19.1% | +16.7% |
| YTD | +35.3% | +8.5% | +26.8% | +31.0% |
| 1Y | -2.7% | +12.1% | -14.9% | -4.0% |
| All | -2.7% | +13.1% | -15.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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