+0.5%
SMCI vs IP
-21.3%
+21.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.7% |
| 7D | +9.7% | +0.1% | +9.6% | +9.6% |
| 30D | +29.3% | -11.2% | +40.6% | +36.5% |
| 3M | -8.5% | +12.3% | -20.8% | -14.4% |
| 6M | +28.6% | -5.2% | +33.8% | +26.4% |
| YTD | +37.5% | -4.0% | +41.5% | +35.9% |
| 1Y | +0.5% | -19.2% | +19.8% | -3.8% |
| All | +0.5% | -21.3% | +21.9% | -3.8% |
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