-8.8%
SMCI vs LOW
-25.0%
+16.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -3.7% | +5.0% | +1.7% |
| 30D | +6.6% | -8.9% | +15.5% | +7.6% |
| 3M | +25.4% | -10.4% | +35.8% | +26.6% |
| 6M | +26.1% | -19.4% | +45.5% | +28.7% |
| YTD | +37.0% | -17.1% | +54.1% | +43.2% |
| 1Y | -8.8% | -26.3% | +17.5% | -25.6% |
| All | -8.8% | -25.0% | +16.2% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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