+44.6%
SMCI vs QSR
+25.8%
+18.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.2% |
| 7D | +1.3% | -4.0% | +5.3% | +1.5% |
| 30D | +6.6% | +2.8% | +3.9% | +6.5% |
| 3M | +25.4% | +5.1% | +20.3% | +25.1% |
| 6M | +26.1% | +8.8% | +17.3% | +23.2% |
| YTD | +37.0% | +14.8% | +22.2% | +31.8% |
| 1Y | -8.8% | +25.7% | -34.5% | -14.9% |
| 3Y | +44.6% | +27.5% | +17.1% | +28.5% |
| All | +44.6% | +25.8% | +18.8% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling