+21.7%
SMCI vs OMC
-5.3%
+27.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.5% | +0.2% | -3.7% |
| 7D | +5.2% | -4.2% | +9.4% | +4.7% |
| 30D | +23.7% | -7.5% | +31.2% | +22.5% |
| 3M | -4.2% | +4.6% | -8.8% | -4.8% |
| 6M | +21.7% | -4.8% | +26.6% | +34.7% |
| All | +21.7% | -5.3% | +27.1% | +34.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling