-2.7%
SMCI vs HST
+38.1%
-40.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.3% | +4.3% |
| 7D | +6.8% | -1.0% | +7.8% | +7.6% |
| 30D | +30.6% | -12.3% | +42.8% | +44.7% |
| 3M | -15.6% | -6.4% | -9.2% | -11.9% |
| 6M | +21.3% | +15.0% | +6.2% | +4.9% |
| YTD | +35.3% | +30.5% | +4.7% | +12.5% |
| 1Y | -2.7% | +35.7% | -38.4% | -18.9% |
| All | -2.7% | +38.1% | -40.8% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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