-8.8%
SMCI vs HPE
+157.9%
-166.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.4% | -5.2% | -2.7% |
| 7D | +1.3% | +19.4% | -18.1% | -13.2% |
| 30D | +6.6% | +5.6% | +1.0% | +0.8% |
| 3M | +25.4% | +33.1% | -7.6% | -2.1% |
| 6M | +26.1% | +192.5% | -166.3% | -48.9% |
| YTD | +37.0% | +160.9% | -123.9% | -39.6% |
| 1Y | -8.8% | +155.0% | -163.7% | -59.3% |
| All | -8.8% | +157.9% | -166.6% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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