-2.7%
SMCI vs QS
-28.5%
+25.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +4.0% | +4.4% |
| 7D | +6.8% | -2.3% | +9.1% | +7.6% |
| 30D | +30.6% | -0.7% | +31.3% | +30.9% |
| 3M | -15.6% | -39.6% | +24.1% | -1.7% |
| 6M | +21.3% | -21.7% | +43.0% | +31.2% |
| YTD | +35.3% | -47.4% | +82.7% | +55.3% |
| 1Y | -2.7% | -28.4% | +25.6% | +12.7% |
| All | -2.7% | -28.5% | +25.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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