+34.8%
SMCI vs ON
-29.2%
+64.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.8% | -3.3% |
| 7D | -1.3% | -4.7% | +3.4% | +1.4% |
| 30D | +18.3% | -13.5% | +31.8% | +28.8% |
| 3M | +27.7% | -36.3% | +64.0% | +62.4% |
| 6M | +17.6% | +17.8% | -0.2% | +4.6% |
| YTD | +27.7% | +29.6% | -1.9% | +6.1% |
| 1Y | -14.9% | +45.8% | -60.7% | -34.8% |
| All | +34.8% | -29.2% | +64.0% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 3y: compounded portfolio wealth divided by compounded ON 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…
3y analysis · Full analysis span regression · 6 months rolling