+44.6%
SMCI vs IOT
+23.8%
+20.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.3% |
| 7D | +1.3% | -4.5% | +5.8% | +3.1% |
| 30D | +6.6% | -2.4% | +9.1% | +7.3% |
| 3M | +25.4% | +19.0% | +6.5% | +12.6% |
| 6M | +26.1% | +19.6% | +6.5% | +11.8% |
| YTD | +37.0% | +8.3% | +28.7% | +24.2% |
| 1Y | -8.8% | -0.8% | -8.0% | -14.0% |
| 3Y | +44.6% | +24.4% | +20.2% | +27.7% |
| All | +44.6% | +23.8% | +20.8% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling