-2.7%
SMCI vs P
+32.0%
-34.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.2% | +3.9% |
| 7D | +6.8% | +6.5% | +0.2% | +3.7% |
| 30D | +30.6% | +18.8% | +11.7% | +19.0% |
| 3M | -15.6% | +26.7% | -42.3% | -25.3% |
| 6M | +21.3% | +62.2% | -40.9% | -4.4% |
| YTD | +35.3% | +48.5% | -13.2% | +9.5% |
| 1Y | -2.7% | +26.4% | -29.1% | -23.0% |
| All | -2.7% | +32.0% | -34.7% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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