-8.8%
SMCI vs IRM
+22.0%
-30.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +5.0% |
| 7D | +1.3% | -1.4% | +2.7% | +3.1% |
| 30D | +6.6% | -7.4% | +14.0% | +16.1% |
| 3M | +25.4% | -7.4% | +32.8% | +36.9% |
| 6M | +26.1% | +8.7% | +17.5% | +19.1% |
| YTD | +37.0% | +40.9% | -3.9% | +1.7% |
| 1Y | -8.8% | +20.5% | -29.3% | -18.6% |
| All | -8.8% | +22.0% | -30.8% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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