-8.8%
SMCI vs QS
-36.7%
+27.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.3% | +6.5% |
| 7D | +1.3% | -3.6% | +4.9% | +2.8% |
| 30D | +6.6% | -17.2% | +23.9% | +14.6% |
| 3M | +25.4% | -27.0% | +52.4% | +38.8% |
| 6M | +26.1% | -24.6% | +50.7% | +39.7% |
| YTD | +37.0% | -49.3% | +86.3% | +64.0% |
| 1Y | -8.8% | -40.3% | +31.6% | +5.3% |
| All | -8.8% | -36.7% | +27.9% | +5.3% |
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