-2.7%
SMCI vs OPEN
-38.6%
+35.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.5% |
| 7D | +6.8% | -4.3% | +11.0% | +7.3% |
| 30D | +30.6% | -16.2% | +46.8% | +33.0% |
| 3M | -15.6% | -36.4% | +20.8% | -11.9% |
| 6M | +21.3% | -35.5% | +56.7% | +26.6% |
| YTD | +35.3% | -46.0% | +81.2% | +42.4% |
| 1Y | -2.7% | -47.1% | +44.4% | +4.4% |
| All | -2.7% | -38.6% | +35.9% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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