-2.7%
SMCI vs MKTX
-8.5%
+5.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.8% | +0.4% | +6.4% | +6.8% |
| 30D | +30.6% | +1.1% | +29.5% | +30.6% |
| 3M | -15.6% | +36.1% | -51.7% | -12.9% |
| 6M | +21.3% | -12.9% | +34.1% | +7.6% |
| YTD | +35.3% | -8.5% | +43.8% | +20.4% |
| 1Y | -2.7% | -7.5% | +4.8% | -14.0% |
| All | -2.7% | -8.5% | +5.8% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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