-8.8%
SMCI vs TECH
+42.2%
-50.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | +6.6% | 0.0% | +6.7% | +6.6% |
| 3M | +25.4% | +33.7% | -8.2% | +18.7% |
| 6M | +26.1% | +34.9% | -8.8% | +15.5% |
| YTD | +37.0% | +23.2% | +13.8% | +34.1% |
| 1Y | -8.8% | +36.3% | -45.1% | -16.9% |
| All | -8.8% | +42.2% | -50.9% | -16.9% |
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