-8.8%
SMCI vs SPMO
+24.6%
-33.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +6.2% |
| 7D | +1.3% | -0.9% | +2.2% | +3.4% |
| 30D | +6.6% | -1.9% | +8.5% | +11.1% |
| 3M | +25.4% | -1.4% | +26.8% | +27.2% |
| 6M | +26.1% | +25.5% | +0.6% | -20.6% |
| YTD | +37.0% | +24.8% | +12.2% | -13.3% |
| 1Y | -8.8% | +24.5% | -33.3% | -38.6% |
| All | -8.8% | +24.6% | -33.4% | -38.6% |
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