-8.8%
SMCI vs QID
-34.8%
+26.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.1% | +5.0% |
| 7D | +1.3% | +1.3% | 0.0% | +3.2% |
| 30D | +6.6% | +2.9% | +3.7% | +11.7% |
| 3M | +25.4% | -0.7% | +26.1% | +30.9% |
| 6M | +26.1% | -29.7% | +55.8% | -2.6% |
| YTD | +37.0% | -27.9% | +64.9% | +9.4% |
| 1Y | -8.8% | -34.6% | +25.8% | -32.5% |
| All | -8.8% | -34.8% | +26.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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