+34.8%
SMCI vs OPEN
-27.1%
+61.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -3.0% |
| 7D | -1.3% | -10.5% | +9.2% | +0.3% |
| 30D | +18.3% | -21.8% | +40.1% | +22.4% |
| 3M | +27.7% | -37.5% | +65.2% | +35.4% |
| 6M | +17.6% | -44.1% | +61.7% | +26.8% |
| YTD | +27.7% | -52.0% | +79.7% | +39.7% |
| 1Y | -14.9% | -52.2% | +37.3% | -11.8% |
| All | +34.8% | -27.1% | +61.9% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling