-8.8%
SMCI vs STLA
-40.1%
+31.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +5.0% | +6.4% |
| 7D | +1.3% | -2.9% | +4.2% | +2.4% |
| 30D | +6.6% | +0.9% | +5.7% | +6.2% |
| 3M | +25.4% | -21.6% | +47.1% | +37.4% |
| 6M | +26.1% | -21.6% | +47.8% | +40.7% |
| YTD | +37.0% | -50.4% | +87.4% | +63.4% |
| 1Y | -8.8% | -43.6% | +34.8% | +6.0% |
| All | -8.8% | -40.1% | +31.4% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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