+44.6%
SMCI vs IJH
+49.7%
-5.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +5.7% |
| 7D | +1.3% | -1.9% | +3.1% | +5.3% |
| 30D | +6.6% | -4.6% | +11.3% | +17.6% |
| 3M | +25.4% | -1.2% | +26.6% | +30.2% |
| 6M | +26.1% | +9.4% | +16.7% | +13.8% |
| YTD | +37.0% | +13.3% | +23.7% | +17.4% |
| 1Y | -8.8% | +13.4% | -22.1% | -21.6% |
| 3Y | +44.6% | +50.4% | -5.8% | -23.1% |
| All | +44.6% | +49.7% | -5.1% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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