-37.6%
SMCI vs OMC
+24.5%
-62.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.2% | -10.9% | -5.7% |
| 7D | -17.3% | +12.5% | -29.9% | -17.6% |
| 30D | -31.5% | +16.3% | -47.8% | -32.0% |
| 3M | -6.6% | +8.1% | -14.7% | -6.8% |
| 6M | +6.0% | +17.2% | -11.1% | +3.3% |
| YTD | +1.1% | +11.8% | -10.6% | -4.2% |
| 1Y | -37.6% | +23.9% | -61.5% | -42.2% |
| All | -37.6% | +24.5% | -62.1% | -42.2% |
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