-37.6%
SMCI vs VICR
+76.0%
-113.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -11.1% | +5.4% | -1.4% |
| 7D | -17.3% | -26.6% | +9.2% | -7.0% |
| 30D | -31.5% | -47.9% | +16.5% | -13.3% |
| 3M | -6.6% | -29.8% | +23.2% | +3.6% |
| 6M | +6.0% | -36.6% | +42.6% | +16.4% |
| YTD | +1.1% | +45.1% | -44.0% | -13.4% |
| 1Y | -37.6% | +80.0% | -117.6% | -49.3% |
| All | -37.6% | +76.0% | -113.5% | -49.3% |
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