-14.9%
SMCI vs V
+9.3%
-24.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -3.9% | -4.0% |
| 7D | -1.3% | -3.0% | +1.8% | -2.5% |
| 30D | +18.3% | +1.2% | +17.1% | +19.0% |
| 3M | +27.7% | +13.9% | +13.8% | +32.5% |
| 6M | +17.6% | +17.2% | +0.3% | +21.7% |
| YTD | +27.7% | +5.3% | +22.4% | +32.9% |
| All | -14.9% | +9.3% | -24.2% | -9.4% |
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