-23.2%
SMCI vs Q
+71.3%
-94.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.9% | +3.3% |
| 7D | +6.8% | +0.2% | +6.5% | +6.6% |
| 30D | +30.6% | -11.1% | +41.7% | +41.9% |
| 3M | -15.6% | -22.1% | +6.5% | +1.3% |
| 6M | +21.3% | +0.5% | +20.8% | +23.5% |
| YTD | +35.3% | +47.8% | -12.6% | +13.7% |
| All | -23.2% | +71.3% | -94.5% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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