-14.9%
SMCI vs STM
+96.2%
-111.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.0% |
| 7D | -1.3% | -1.1% | -0.2% | -0.6% |
| 30D | +18.3% | -7.8% | +26.1% | +24.0% |
| 3M | +27.7% | -28.2% | +55.9% | +53.6% |
| 6M | +17.6% | +52.0% | -34.4% | -15.5% |
| YTD | +27.7% | +96.4% | -68.7% | -23.8% |
| 1Y | -14.9% | +98.8% | -113.7% | -46.7% |
| All | -14.9% | +96.2% | -111.0% | -46.7% |
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