-28.8%
SMCI vs PL
+10.1%
-38.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -3.1% | -8.2% | -10.7% |
| 7D | -0.3% | +22.3% | -22.6% | -4.6% |
| 30D | -30.9% | -8.3% | -22.6% | -29.8% |
| 3M | -28.2% | -43.3% | +15.0% | -21.6% |
| 6M | -17.7% | -65.8% | +48.1% | -5.3% |
| YTD | -7.8% | -29.5% | +21.7% | +7.2% |
| 1Y | -28.8% | +11.7% | -40.5% | -19.6% |
| All | -28.8% | +10.1% | -38.9% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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