+43.4%
SMCI vs SLB
+1.7%
+41.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +9.7% | +0.4% | +9.2% | +9.4% |
| 30D | +29.3% | +13.6% | +15.7% | +21.1% |
| 3M | -8.5% | +1.5% | -10.0% | -9.7% |
| 6M | +28.6% | +23.0% | +5.6% | +15.8% |
| YTD | +37.5% | +51.2% | -13.7% | +12.5% |
| 1Y | +0.5% | +63.5% | -62.9% | -21.3% |
| 3Y | +43.4% | +2.5% | +40.9% | +25.1% |
| All | +43.4% | +1.7% | +41.7% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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