-23.4%
SMCI vs HST
+53.2%
-76.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | -6.6% | +3.6% | -10.1% | -9.7% |
| 30D | -24.9% | +11.2% | -36.1% | -32.0% |
| 3M | -31.4% | +13.1% | -44.5% | -39.1% |
| 6M | -16.0% | +23.9% | -39.9% | -34.9% |
| YTD | -8.2% | +52.3% | -60.5% | -39.9% |
| 1Y | -23.4% | +56.7% | -80.1% | -50.1% |
| All | -23.4% | +53.2% | -76.6% | -50.1% |
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