-2.7%
SMCI vs HRB
+1.1%
-3.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.0% | +8.5% | +3.6% |
| 7D | +6.8% | -5.7% | +12.4% | +5.4% |
| 30D | +30.6% | +7.9% | +22.7% | +33.1% |
| 3M | -15.6% | +32.1% | -47.7% | -5.1% |
| 6M | +21.3% | +62.2% | -41.0% | +47.9% |
| YTD | +35.3% | +16.4% | +18.9% | +41.2% |
| 1Y | -2.7% | -0.3% | -2.5% | -7.9% |
| All | -2.7% | +1.1% | -3.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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