-37.6%
SMCI vs SE
-48.0%
+10.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.5% | -10.2% | -6.8% |
| 7D | -17.3% | +6.7% | -24.0% | -18.7% |
| 30D | -31.5% | -17.2% | -14.3% | -28.1% |
| 3M | -6.6% | -28.0% | +21.4% | +0.7% |
| 6M | +6.0% | -6.1% | +12.1% | +2.1% |
| YTD | +1.1% | -37.1% | +38.3% | +5.5% |
| 1Y | -37.6% | -48.8% | +11.2% | -29.6% |
| All | -37.6% | -48.0% | +10.5% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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