-2.7%
SMCI vs STX
+382.7%
-385.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.3% | -1.8% | +2.4% |
| 7D | +6.8% | +2.4% | +4.4% | +5.9% |
| 30D | +30.6% | +1.4% | +29.2% | +29.7% |
| 3M | -15.6% | -8.2% | -7.4% | -14.4% |
| 6M | +21.3% | +127.0% | -105.8% | -0.1% |
| YTD | +35.3% | +209.1% | -173.9% | +5.4% |
| 1Y | -2.7% | +365.4% | -368.2% | -34.0% |
| All | -2.7% | +382.7% | -385.4% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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