+5.5%
SMCI vs P
+203.4%
-197.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +3.4% | -14.7% | -13.3% |
| 7D | -0.3% | +17.8% | -18.2% | -10.0% |
| 30D | -30.9% | -29.9% | -1.1% | -15.3% |
| 3M | -28.2% | -1.2% | -27.1% | -29.3% |
| 6M | -17.7% | +32.1% | -49.8% | -33.3% |
| YTD | -7.8% | +64.3% | -72.1% | -35.7% |
| 1Y | -28.8% | +24.3% | -53.1% | -44.2% |
| All | +5.5% | +203.4% | -197.9% | -61.1% |
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