-37.6%
SMCI vs IAU
+2.6%
-40.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.7% | -9.4% | -9.1% |
| 7D | -17.3% | -0.3% | -17.1% | -17.3% |
| 30D | -31.5% | -1.9% | -29.6% | -30.3% |
| 3M | -6.6% | -0.4% | -6.2% | -7.0% |
| 6M | +6.0% | -10.1% | +16.1% | +18.6% |
| YTD | +1.1% | -5.9% | +7.0% | +18.4% |
| 1Y | -37.6% | +2.9% | -40.5% | -30.6% |
| All | -37.6% | +2.6% | -40.1% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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