-28.8%
SMCI vs IP
-2.1%
-26.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -2.1% |
| 7D | -6.0% | -3.0% | -3.0% | -4.6% |
| 30D | -31.7% | +10.6% | -42.3% | -35.7% |
| 3M | -8.1% | -13.6% | +5.4% | -1.2% |
| 6M | -19.1% | +10.4% | -29.6% | -25.1% |
| YTD | -2.3% | -6.5% | +4.2% | -3.4% |
| All | -28.8% | -2.1% | -26.7% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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