-37.6%
SMCI vs IRE
-97.6%
+60.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -23.2% | +17.5% | -1.7% |
| 7D | -17.3% | -46.8% | +29.5% | -9.0% |
| 30D | -31.5% | -75.5% | +44.0% | -15.4% |
| 3M | -6.6% | -79.4% | +72.8% | +16.2% |
| 6M | +6.0% | -91.3% | +97.3% | +40.8% |
| YTD | +1.1% | -90.8% | +92.0% | +23.2% |
| 1Y | -37.6% | -97.7% | +60.2% | -21.5% |
| All | -37.6% | -97.6% | +60.0% | -21.5% |
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