+44.6%
SMCI vs VZ
+83.7%
-39.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.7% |
| 7D | +1.3% | +0.9% | +0.4% | +1.6% |
| 30D | +6.6% | +7.7% | -1.1% | +9.4% |
| 3M | +25.4% | +9.7% | +15.8% | +30.1% |
| 6M | +26.1% | +3.1% | +23.0% | +29.7% |
| YTD | +37.0% | +30.5% | +6.5% | +50.3% |
| 1Y | -8.8% | +22.5% | -31.3% | -1.8% |
| 3Y | +44.6% | +82.4% | -37.8% | +44.1% |
| All | +44.6% | +83.7% | -39.1% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling