-2.7%
SMCI vs STM
+107.3%
-110.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.7% | +3.4% |
| 7D | +6.8% | +5.8% | +1.0% | +3.2% |
| 30D | +30.6% | -1.0% | +31.6% | +30.8% |
| 3M | -15.6% | -33.3% | +17.7% | +7.4% |
| 6M | +21.3% | +57.4% | -36.1% | -13.6% |
| YTD | +35.3% | +102.2% | -66.9% | -18.7% |
| 1Y | -2.7% | +99.6% | -102.3% | -36.2% |
| All | -2.7% | +107.3% | -110.0% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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