-37.6%
SMCI vs TROW
+17.3%
-54.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.0% | -11.7% | -7.4% |
| 7D | -17.3% | +8.2% | -25.6% | -19.5% |
| 30D | -31.5% | +8.3% | -39.8% | -33.3% |
| 3M | -6.6% | -1.6% | -5.0% | -6.0% |
| 6M | +6.0% | +11.9% | -5.9% | -3.6% |
| YTD | +1.1% | +14.3% | -13.2% | -15.5% |
| 1Y | -37.6% | +17.0% | -54.6% | -49.0% |
| All | -37.6% | +17.3% | -54.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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