-35.6%
SMCI vs JHX
+53.7%
-89.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -2.9% | -5.6% | -6.9% |
| 7D | -21.3% | +6.4% | -27.7% | -24.5% |
| 30D | -37.7% | +12.3% | -49.9% | -42.4% |
| 3M | -10.7% | +1.1% | -11.7% | -12.0% |
| 6M | -2.7% | +42.2% | -44.9% | -23.7% |
| YTD | -7.5% | +38.1% | -45.6% | -29.0% |
| 1Y | -35.6% | +54.9% | -90.5% | -53.5% |
| All | -35.6% | +53.7% | -89.2% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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