-37.6%
SMCI vs PATH
-10.3%
-27.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.9% | -8.6% | -5.9% |
| 7D | -17.3% | -4.8% | -12.5% | -17.1% |
| 30D | -31.5% | +2.7% | -34.1% | -31.5% |
| 3M | -6.6% | -4.2% | -2.4% | -7.2% |
| 6M | +6.0% | +24.7% | -18.7% | +2.1% |
| YTD | +1.1% | -17.6% | +18.7% | +4.6% |
| 1Y | -37.6% | -5.3% | -32.2% | -39.5% |
| All | -37.6% | -10.3% | -27.3% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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