+44.6%
SMCI vs HON
+17.2%
+27.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -3.5% | +4.7% | +3.6% |
| 30D | +6.6% | -13.8% | +20.4% | +17.2% |
| 3M | +25.4% | -11.7% | +37.1% | +36.3% |
| 6M | +26.1% | -18.7% | +44.9% | +43.0% |
| YTD | +37.0% | +0.2% | +36.8% | +48.7% |
| 1Y | -8.8% | -3.1% | -5.7% | -0.2% |
| 3Y | +44.6% | +17.0% | +27.6% | +34.8% |
| All | +44.6% | +17.2% | +27.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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