-2.7%
SMCI vs SCHG
+16.6%
-19.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +6.8% |
| 7D | +6.8% | -0.7% | +7.5% | +8.6% |
| 30D | +30.6% | +0.2% | +30.3% | +29.9% |
| 3M | -15.6% | +2.2% | -17.8% | -18.7% |
| 6M | +21.3% | +15.0% | +6.2% | -9.5% |
| YTD | +35.3% | +9.2% | +26.1% | +12.1% |
| 1Y | -2.7% | +15.7% | -18.5% | -24.8% |
| All | -2.7% | +16.6% | -19.4% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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