-2.7%
SMCI vs OMC
+9.8%
-12.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.5% | +7.0% | +4.7% |
| 7D | +6.8% | -6.4% | +13.2% | +7.3% |
| 30D | +30.6% | +1.1% | +29.5% | +30.3% |
| 3M | -15.6% | +10.4% | -26.0% | -17.2% |
| 6M | +21.3% | -1.7% | +23.0% | +22.1% |
| YTD | +35.3% | +4.4% | +30.8% | +28.8% |
| 1Y | -2.7% | +8.4% | -11.2% | -7.2% |
| All | -2.7% | +9.8% | -12.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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