+40.4%
SMCI vs STT
+195.2%
-154.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | +1.0% | +4.2% | +4.5% |
| 30D | +23.7% | +2.8% | +21.0% | +21.5% |
| 3M | -4.2% | +18.1% | -22.3% | -13.6% |
| 6M | +21.7% | +59.2% | -37.5% | -8.7% |
| YTD | +33.0% | +51.5% | -18.5% | +2.2% |
| 1Y | -9.3% | +75.7% | -85.0% | -36.4% |
| All | +40.4% | +195.2% | -154.8% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling