-14.9%
SMCI vs PTC
-37.0%
+22.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.8% | -4.0% |
| 7D | -1.3% | -14.2% | +12.9% | -3.2% |
| 30D | +18.3% | -14.4% | +32.7% | +16.1% |
| 3M | +27.7% | -4.7% | +32.4% | +31.3% |
| 6M | +17.6% | -19.3% | +36.9% | +31.8% |
| YTD | +27.7% | -26.1% | +53.8% | +52.5% |
| 1Y | -14.9% | -37.1% | +22.2% | +21.5% |
| All | -14.9% | -37.0% | +22.1% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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