-9.3%
SMCI vs PL
+99.3%
-108.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.8% |
| 7D | +5.2% | -13.9% | +19.1% | +7.6% |
| 30D | +23.7% | -25.5% | +49.2% | +29.7% |
| 3M | -4.2% | -44.8% | +40.5% | +4.2% |
| 6M | +21.7% | -33.3% | +55.0% | +38.2% |
| YTD | +33.0% | -12.7% | +45.7% | +44.0% |
| 1Y | -9.3% | +90.9% | -100.2% | -5.5% |
| All | -9.3% | +99.3% | -108.6% | -5.5% |
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