-8.8%
SMCI vs OMC
+7.0%
-15.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.3% |
| 7D | +1.3% | -4.4% | +5.7% | +1.7% |
| 30D | +6.6% | -7.6% | +14.2% | +7.3% |
| 3M | +25.4% | +4.5% | +20.9% | +23.4% |
| 6M | +26.1% | -0.3% | +26.4% | +25.8% |
| YTD | +37.0% | -0.1% | +37.1% | +31.0% |
| 1Y | -8.8% | +4.6% | -13.4% | -12.5% |
| All | -8.8% | +7.0% | -15.8% | -12.5% |
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