-2.7%
SMCI vs IOT
+14.9%
-17.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +4.2% |
| 7D | +6.8% | -2.3% | +9.1% | +6.9% |
| 30D | +30.6% | +3.8% | +26.8% | +29.9% |
| 3M | -15.6% | +14.2% | -29.8% | -17.3% |
| 6M | +21.3% | +40.1% | -18.9% | +12.6% |
| YTD | +35.3% | +13.4% | +21.9% | +30.8% |
| 1Y | -2.7% | +12.2% | -14.9% | -1.7% |
| All | -2.7% | +14.9% | -17.6% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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