-2.7%
SMCI vs RACE
-16.2%
+13.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.3% |
| 7D | +6.8% | -2.5% | +9.3% | +7.9% |
| 30D | +30.6% | +0.8% | +29.8% | +30.0% |
| 3M | -15.6% | +17.2% | -32.7% | -21.5% |
| 6M | +21.3% | +13.6% | +7.7% | +11.1% |
| YTD | +35.3% | +12.2% | +23.0% | +23.1% |
| 1Y | -2.7% | -16.3% | +13.5% | -8.3% |
| All | -2.7% | -16.2% | +13.5% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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