-28.4%
SMCI vs IP
-3.5%
-25.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.2% |
| 7D | -11.5% | 0.0% | -11.5% | -11.4% |
| 30D | -33.6% | +9.4% | -43.0% | -37.2% |
| 3M | -11.7% | -14.1% | +2.4% | -4.7% |
| 6M | -21.4% | +9.2% | -30.6% | -26.9% |
| YTD | -5.1% | -7.5% | +2.5% | -5.6% |
| All | -28.4% | -3.5% | -25.0% | -30.0% |
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