+782.0%
SMCI vs IOT
+54.4%
+727.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.8% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | +18.3% | -4.7% | +23.0% | +19.5% |
| 3M | +27.7% | +17.8% | +9.9% | +18.3% |
| 6M | +17.6% | +16.8% | +0.7% | +8.6% |
| YTD | +27.7% | +8.4% | +19.3% | +18.8% |
| 1Y | -14.9% | -0.8% | -14.1% | -18.6% |
| 3Y | +33.2% | +25.7% | +7.4% | +17.9% |
| All | +782.0% | +54.4% | +727.6% | +574.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling