-2.7%
SMCI vs SPOT
-21.9%
+19.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +4.5% |
| 7D | +6.8% | -0.9% | +7.7% | +6.7% |
| 30D | +30.6% | +12.5% | +18.1% | +30.7% |
| 3M | -15.6% | +9.9% | -25.5% | -15.7% |
| 6M | +21.3% | +1.6% | +19.7% | +21.5% |
| YTD | +35.3% | -6.6% | +41.8% | +39.1% |
| 1Y | -2.7% | -22.9% | +20.2% | +4.8% |
| All | -2.7% | -21.9% | +19.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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