+44.6%
SMCI vs HRB
+25.9%
+18.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.3% |
| 7D | +1.3% | -8.0% | +9.3% | +0.3% |
| 30D | +6.6% | -16.0% | +22.6% | +4.5% |
| 3M | +25.4% | +26.9% | -1.4% | +32.5% |
| 6M | +26.1% | +51.1% | -25.0% | +37.8% |
| YTD | +37.0% | +7.1% | +29.9% | +46.9% |
| 1Y | -8.8% | -9.6% | +0.9% | -2.5% |
| 3Y | +44.6% | +25.4% | +19.2% | +7.5% |
| All | +44.6% | +25.9% | +18.7% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling