-37.6%
SMCI vs ROIV
+97.8%
-135.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.1% | -11.8% | -8.4% |
| 7D | -17.3% | +3.0% | -20.4% | -18.5% |
| 30D | -31.5% | +6.8% | -38.3% | -33.6% |
| 3M | -6.6% | +10.5% | -17.1% | -12.0% |
| 6M | +6.0% | +34.8% | -28.8% | -9.5% |
| YTD | +1.1% | +76.2% | -75.0% | -23.2% |
| 1Y | -37.6% | +92.4% | -130.0% | -52.4% |
| All | -37.6% | +97.8% | -135.4% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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