+43.4%
SMCI vs P
+159.9%
-116.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.7% |
| 7D | +9.7% | +7.8% | +1.8% | +4.7% |
| 30D | +29.3% | +12.3% | +17.0% | +18.4% |
| 3M | -8.5% | +37.1% | -45.6% | -25.5% |
| 6M | +28.6% | +66.1% | -37.5% | -9.0% |
| YTD | +37.5% | +50.9% | -13.4% | +1.6% |
| 1Y | +0.5% | +27.2% | -26.7% | -23.0% |
| 3Y | +43.4% | +158.7% | -115.2% | -43.9% |
| All | +43.4% | +159.9% | -116.4% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling