+34.8%
SMCI vs SE
+175.6%
-140.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.0% | -3.5% |
| 7D | -1.3% | -4.8% | +3.5% | +1.0% |
| 30D | +18.3% | -18.1% | +36.4% | +29.3% |
| 3M | +27.7% | +30.6% | -2.9% | +8.5% |
| 6M | +17.6% | +20.8% | -3.2% | +4.3% |
| YTD | +27.7% | -15.6% | +43.3% | +32.5% |
| 1Y | -14.9% | -44.2% | +29.3% | +9.6% |
| All | +34.8% | +175.6% | -140.8% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling