-8.8%
SMCI vs SPXS
-36.2%
+27.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.7% | +4.3% |
| 7D | +1.3% | +2.5% | -1.2% | +4.7% |
| 30D | +6.6% | +4.2% | +2.4% | +13.0% |
| 3M | +25.4% | -9.3% | +34.7% | +15.2% |
| 6M | +26.1% | -30.7% | +56.8% | -3.1% |
| YTD | +37.0% | -28.1% | +65.1% | +11.0% |
| 1Y | -8.8% | -35.1% | +26.3% | -29.8% |
| All | -8.8% | -36.2% | +27.4% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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