-9.3%
SMCI vs RACE
-14.8%
+5.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +5.2% | -2.6% | +7.9% | +6.3% |
| 30D | +23.7% | -1.1% | +24.8% | +24.2% |
| 3M | -4.2% | +12.5% | -16.7% | -9.3% |
| 6M | +21.7% | +17.4% | +4.3% | +11.8% |
| YTD | +33.0% | +10.1% | +22.9% | +22.0% |
| 1Y | -9.3% | -15.1% | +5.9% | -15.1% |
| All | -9.3% | -14.8% | +5.5% | -15.1% |
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