-27.8%
SMCI vs IRE
-84.4%
+56.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +14.0% | -9.4% | +2.4% |
| 7D | +6.8% | +54.8% | -48.0% | -0.4% |
| 30D | +30.6% | +18.4% | +12.2% | +25.8% |
| 3M | -15.6% | -66.7% | +51.1% | -8.2% |
| 6M | +21.3% | -52.3% | +73.6% | +22.0% |
| YTD | +35.3% | -52.3% | +87.6% | +30.3% |
| All | -27.8% | -84.4% | +56.7% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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