-21.6%
SMCI vs PATH
-6.5%
-15.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.4% | +7.1% | +9.3% |
| 7D | +2.8% | -2.7% | +5.5% | +3.0% |
| 30D | -23.9% | -1.4% | -22.5% | -23.7% |
| 3M | -3.7% | -16.4% | +12.7% | -3.3% |
| 6M | -9.2% | +23.3% | -32.5% | -12.8% |
| YTD | +4.0% | -19.8% | +23.8% | +8.2% |
| 1Y | -21.6% | -8.6% | -13.1% | -21.3% |
| All | -21.6% | -6.5% | -15.1% | -21.3% |
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