-8.8%
SMCI vs STX
+333.0%
-341.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.7% | +11.0% | +8.5% |
| 7D | +1.3% | -2.3% | +3.5% | +1.9% |
| 30D | +6.6% | -5.5% | +12.1% | +8.2% |
| 3M | +25.4% | -4.3% | +29.7% | +25.3% |
| 6M | +26.1% | +115.6% | -89.5% | +5.1% |
| YTD | +37.0% | +202.2% | -165.2% | +7.5% |
| 1Y | -8.8% | +325.3% | -334.1% | -31.3% |
| All | -8.8% | +333.0% | -341.8% | -31.3% |
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