-8.8%
SMCI vs SHEL
+39.6%
-48.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +7.1% |
| 7D | +1.3% | +4.1% | -2.8% | +0.6% |
| 30D | +6.6% | +8.4% | -1.8% | +5.0% |
| 3M | +25.4% | +13.7% | +11.7% | +22.2% |
| 6M | +26.1% | +12.7% | +13.4% | +22.3% |
| YTD | +37.0% | +35.3% | +1.7% | +22.6% |
| 1Y | -8.8% | +39.4% | -48.1% | -16.7% |
| All | -8.8% | +39.6% | -48.3% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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