-2.7%
SMCI vs VZ
+21.5%
-24.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.2% |
| 7D | +6.8% | +0.1% | +6.7% | +6.8% |
| 30D | +30.6% | +7.9% | +22.7% | +34.8% |
| 3M | -15.6% | +13.6% | -29.2% | -10.0% |
| 6M | +21.3% | +1.1% | +20.2% | +25.9% |
| YTD | +35.3% | +29.3% | +6.0% | +46.2% |
| 1Y | -2.7% | +21.2% | -24.0% | +2.8% |
| All | -2.7% | +21.5% | -24.3% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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