-2.7%
SMCI vs VICR
+272.1%
-274.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.5% | -0.9% | +2.9% |
| 7D | +6.8% | +0.4% | +6.3% | +6.6% |
| 30D | +30.6% | -13.9% | +44.5% | +36.0% |
| 3M | -15.6% | -38.4% | +22.8% | -4.9% |
| 6M | +21.3% | -7.2% | +28.5% | +19.2% |
| YTD | +35.3% | +72.0% | -36.8% | +28.3% |
| 1Y | -2.7% | +263.3% | -266.0% | -16.2% |
| All | -2.7% | +272.1% | -274.8% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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