-35.6%
SMCI vs OSCR
+93.2%
-128.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -5.7% | -2.8% | -7.6% |
| 7D | -21.3% | +7.8% | -29.1% | -22.4% |
| 30D | -37.7% | +2.6% | -40.3% | -38.0% |
| 3M | -10.7% | +10.2% | -20.9% | -12.6% |
| 6M | -2.7% | +84.9% | -87.6% | -16.8% |
| YTD | -7.5% | +130.9% | -138.4% | -25.9% |
| 1Y | -35.6% | +94.8% | -130.4% | -47.7% |
| All | -35.6% | +93.2% | -128.8% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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