+34.8%
SMCI vs SPOT
+234.5%
-199.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | -1.3% | -6.9% | +5.6% | +0.8% |
| 30D | +18.3% | +4.1% | +14.2% | +16.2% |
| 3M | +27.7% | +3.7% | +24.0% | +24.4% |
| 6M | +17.6% | -1.6% | +19.2% | +15.8% |
| YTD | +27.7% | -10.2% | +37.9% | +29.7% |
| 1Y | -14.9% | -25.9% | +11.0% | -5.1% |
| All | +34.8% | +234.5% | -199.7% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling