-14.9%
SMCI vs STT
+75.2%
-90.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.7% |
| 7D | -1.3% | -1.4% | +0.1% | -0.2% |
| 30D | +18.3% | +2.2% | +16.1% | +16.3% |
| 3M | +27.7% | +18.8% | +8.9% | +12.2% |
| 6M | +17.6% | +57.9% | -40.3% | -14.1% |
| YTD | +27.7% | +51.0% | -23.3% | -6.6% |
| 1Y | -14.9% | +77.1% | -92.0% | -38.2% |
| All | -14.9% | +75.2% | -90.0% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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