-2.7%
SMCI vs SPMO
+29.9%
-32.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +3.0% | +1.4% |
| 7D | +6.8% | +2.0% | +4.8% | +2.7% |
| 30D | +30.6% | -0.4% | +30.9% | +32.3% |
| 3M | -15.6% | -1.9% | -13.7% | -11.4% |
| 6M | +21.3% | +25.0% | -3.8% | -23.4% |
| YTD | +35.3% | +26.0% | +9.2% | -16.3% |
| 1Y | -2.7% | +28.7% | -31.4% | -37.5% |
| All | -2.7% | +29.9% | -32.6% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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