+21.7%
SMCI vs PSX
+57.2%
-35.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.1% |
| 7D | +5.2% | +1.8% | +3.4% | +5.9% |
| 30D | +23.7% | +21.6% | +2.1% | +31.4% |
| 3M | -4.2% | +46.5% | -50.7% | +8.6% |
| 6M | +21.7% | +62.0% | -40.3% | +33.4% |
| All | +21.7% | +57.2% | -35.4% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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