+21.7%
SMCI vs PEG
-10.6%
+32.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -1.5% |
| 7D | +5.2% | -0.1% | +5.3% | +5.4% |
| 30D | +23.7% | -1.7% | +25.5% | +26.9% |
| 3M | -4.2% | -6.8% | +2.6% | +5.4% |
| 6M | +21.7% | -11.4% | +33.1% | +62.4% |
| All | +21.7% | -10.6% | +32.3% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 6mo: compounded portfolio wealth divided by compounded PEG 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…
6mo analysis · Full analysis span regression · 6 months rolling