-37.6%
SMCI vs V
+30.8%
-68.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.5% | -3.5% |
| 7D | -17.3% | +9.0% | -26.3% | -13.1% |
| 30D | -31.5% | +18.1% | -49.6% | -25.0% |
| 3M | -6.6% | +18.3% | -24.9% | +2.6% |
| 6M | +6.0% | +34.1% | -28.1% | +21.6% |
| YTD | +1.1% | +25.2% | -24.1% | +16.1% |
| 1Y | -37.6% | +29.3% | -66.9% | -27.7% |
| All | -37.6% | +30.8% | -68.3% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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