+5.0%
SMCI vs ROIV
+357.5%
-352.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | +0.1% |
| 7D | -6.6% | +1.7% | -8.2% | -7.0% |
| 30D | -24.9% | +17.6% | -42.5% | -29.5% |
| 3M | -31.4% | +9.0% | -40.3% | -34.4% |
| 6M | -16.0% | +35.3% | -51.3% | -26.8% |
| YTD | -8.2% | +82.2% | -90.4% | -28.8% |
| 1Y | -23.4% | +92.3% | -115.7% | -41.9% |
| 3Y | +5.0% | +336.8% | -331.8% | -45.6% |
| All | +5.0% | +357.5% | -352.5% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling