-37.6%
SMCI vs SYY
+8.7%
-46.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.5% | -5.2% |
| 7D | -17.3% | -6.3% | -11.0% | -17.8% |
| 30D | -31.5% | +0.7% | -32.2% | -31.4% |
| 3M | -6.6% | -6.4% | -0.2% | -6.8% |
| 6M | +6.0% | +7.6% | -1.6% | +3.6% |
| YTD | +1.1% | +7.4% | -6.3% | +4.4% |
| 1Y | -37.6% | +8.3% | -45.9% | -35.5% |
| All | -37.6% | +8.7% | -46.3% | -35.5% |
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