-2.7%
SMCI vs IJR
+25.5%
-28.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.2% | +3.8% |
| 7D | +6.8% | -0.2% | +6.9% | +7.1% |
| 30D | +30.6% | -2.4% | +33.0% | +38.0% |
| 3M | -15.6% | +3.9% | -19.5% | -21.0% |
| 6M | +21.3% | +12.4% | +8.9% | -2.0% |
| YTD | +35.3% | +21.5% | +13.8% | +1.6% |
| 1Y | -2.7% | +24.0% | -26.7% | -27.7% |
| All | -2.7% | +25.5% | -28.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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