+26.1%
SMCI vs SYY
+0.6%
+25.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +7.4% |
| 7D | +1.3% | +3.9% | -2.7% | +1.8% |
| 30D | +6.6% | -1.7% | +8.4% | +6.6% |
| 3M | +25.4% | +5.2% | +20.3% | +25.2% |
| 6M | +26.1% | -0.2% | +26.3% | +28.8% |
| All | +26.1% | +0.6% | +25.6% | +28.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling