-28.7%
SMCI vs PATH
-10.2%
-18.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -12.7% | -5.3% | -7.4% | -12.4% |
| 30D | -36.0% | -0.5% | -35.5% | -35.9% |
| 3M | -2.1% | -7.1% | +5.0% | -2.6% |
| 6M | -17.0% | +23.8% | -40.8% | -20.4% |
| YTD | -1.7% | -20.7% | +18.9% | +2.2% |
| 1Y | -28.7% | -8.1% | -20.6% | -28.7% |
| All | -28.7% | -10.2% | -18.5% | -28.7% |
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