-17.0%
SMCI vs QLD
-13.7%
-3.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +3.1% |
| 7D | -12.7% | -10.3% | -2.4% | -1.3% |
| 30D | -36.0% | -26.1% | -9.9% | -6.2% |
| 3M | -2.1% | -17.8% | +15.6% | +25.7% |
| 6M | -17.0% | -15.6% | -1.5% | -0.9% |
| All | -17.0% | -13.7% | -3.3% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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