-2.7%
SMCI vs PNR
-43.1%
+40.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +6.8% | -2.4% | +9.1% | +8.1% |
| 30D | +30.6% | -12.8% | +43.3% | +39.9% |
| 3M | -15.6% | -17.0% | +1.4% | -7.4% |
| 6M | +21.3% | -37.4% | +58.7% | +56.8% |
| YTD | +35.3% | -41.6% | +76.9% | +76.7% |
| 1Y | -2.7% | -44.6% | +41.9% | +29.0% |
| All | -2.7% | -43.1% | +40.3% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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