-23.4%
SMCI vs PWR
+34.5%
-57.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | 0.0% |
| 7D | -6.6% | +11.3% | -17.9% | -13.6% |
| 30D | -24.9% | -8.9% | -16.0% | -20.5% |
| 3M | -31.4% | -10.5% | -20.9% | -26.8% |
| 6M | -16.0% | -22.2% | +6.1% | +0.2% |
| YTD | -8.2% | +42.7% | -50.9% | -30.8% |
| 1Y | -23.4% | +41.1% | -64.5% | -41.6% |
| All | -23.4% | +34.5% | -57.9% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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