-37.6%
SMCI vs RUN
-53.7%
+16.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.3% | -7.0% | -6.1% |
| 7D | -17.3% | +18.5% | -35.8% | -22.3% |
| 30D | -31.5% | +15.5% | -47.0% | -35.1% |
| 3M | -6.6% | -20.3% | +13.7% | -0.2% |
| 6M | +6.0% | -30.8% | +36.8% | +19.4% |
| YTD | +1.1% | -52.2% | +53.4% | +18.1% |
| 1Y | -37.6% | -53.9% | +16.3% | -27.2% |
| All | -37.6% | -53.7% | +16.2% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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