+43.4%
SMCI vs ROIV
+253.6%
-210.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +18.8% | -17.1% | -4.5% |
| 7D | +9.7% | +20.2% | -10.5% | +2.6% |
| 30D | +29.3% | +14.1% | +15.2% | +23.1% |
| 3M | -8.5% | +45.6% | -54.1% | -19.4% |
| 6M | +28.6% | +44.1% | -15.5% | +13.4% |
| YTD | +37.5% | +91.2% | -53.6% | +11.8% |
| 1Y | +0.5% | +221.3% | -220.8% | -29.0% |
| 3Y | +43.4% | +229.2% | -185.8% | -6.7% |
| All | +43.4% | +253.6% | -210.2% | -6.7% |
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