-2.7%
SMCI vs SYY
+1.0%
-3.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.4% |
| 7D | +6.8% | -2.3% | +9.1% | +6.6% |
| 30D | +30.6% | -4.9% | +35.5% | +30.0% |
| 3M | -15.6% | +8.4% | -24.0% | -16.3% |
| 6M | +21.3% | -7.4% | +28.6% | +20.5% |
| YTD | +35.3% | +11.0% | +24.3% | +42.0% |
| 1Y | -2.7% | -0.2% | -2.5% | -3.2% |
| All | -2.7% | +1.0% | -3.7% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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