-2.7%
SMCI vs PNC
+23.0%
-25.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.5% |
| 7D | +6.8% | +1.4% | +5.4% | +6.1% |
| 30D | +30.6% | -3.8% | +34.4% | +33.1% |
| 3M | -15.6% | +9.0% | -24.6% | -19.8% |
| 6M | +21.3% | +16.6% | +4.6% | +8.6% |
| YTD | +35.3% | +20.4% | +14.8% | +24.0% |
| 1Y | -2.7% | +22.3% | -25.1% | -19.4% |
| All | -2.7% | +23.0% | -25.7% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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