-29.0%
SMCI vs IRE
-84.0%
+55.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.8% | +3.5% | -2.3% |
| 7D | +5.2% | +29.0% | -23.8% | +1.0% |
| 30D | +23.7% | +24.2% | -0.5% | +18.6% |
| 3M | -4.2% | -53.2% | +49.0% | -0.1% |
| 6M | +21.7% | -36.0% | +57.8% | +20.3% |
| YTD | +33.0% | -51.0% | +84.0% | +27.5% |
| All | -29.0% | -84.0% | +55.0% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling