-9.3%
SMCI vs PCAR
+27.2%
-36.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +5.2% | -0.2% | +5.4% | +5.4% |
| 30D | +23.7% | -6.9% | +30.6% | +32.3% |
| 3M | -4.2% | +2.1% | -6.3% | -4.7% |
| 6M | +21.7% | +1.6% | +20.1% | +18.7% |
| YTD | +33.0% | +12.2% | +20.8% | +27.3% |
| 1Y | -9.3% | +28.0% | -37.3% | -14.4% |
| All | -9.3% | +27.2% | -36.5% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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