+40.4%
SMCI vs SN
+368.4%
-328.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -1.8% |
| 7D | +5.2% | -3.4% | +8.6% | +6.9% |
| 30D | +23.7% | -9.1% | +32.8% | +28.7% |
| 3M | -4.2% | +31.8% | -36.0% | -17.0% |
| 6M | +21.7% | +52.0% | -30.3% | -1.9% |
| YTD | +33.0% | +51.3% | -18.3% | +6.9% |
| 1Y | -9.3% | +46.9% | -56.2% | -26.6% |
| All | +40.4% | +368.4% | -328.1% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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