-37.6%
SMCI vs TECH
+19.5%
-57.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.1% | -5.8% | -5.7% |
| 7D | -17.3% | +0.1% | -17.4% | -17.3% |
| 30D | -31.5% | +0.2% | -31.7% | -31.5% |
| 3M | -6.6% | +1.0% | -7.6% | -6.7% |
| 6M | +6.0% | +33.3% | -27.2% | -1.3% |
| YTD | +1.1% | +24.2% | -23.1% | +1.7% |
| 1Y | -37.6% | +19.7% | -57.3% | -37.4% |
| All | -37.6% | +19.5% | -57.0% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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