-8.8%
SMCI vs OPEN
-63.3%
+54.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.6% | +7.4% |
| 7D | +1.3% | -11.4% | +12.7% | +3.9% |
| 30D | +6.6% | -20.1% | +26.7% | +11.7% |
| 3M | +25.4% | -37.6% | +63.0% | +36.3% |
| 6M | +26.1% | -47.1% | +73.2% | +41.7% |
| YTD | +37.0% | -52.1% | +89.1% | +55.1% |
| 1Y | -8.8% | -73.5% | +64.7% | +5.0% |
| All | -8.8% | -63.3% | +54.6% | +5.0% |
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