+26.1%
SMCI vs XBI
+23.4%
+2.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.7% |
| 7D | +1.3% | -4.6% | +5.9% | +7.0% |
| 30D | +6.6% | -2.0% | +8.6% | +8.1% |
| 3M | +25.4% | +17.8% | +7.6% | -5.1% |
| 6M | +26.1% | +23.7% | +2.4% | -10.4% |
| All | +26.1% | +23.4% | +2.7% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 6mo: compounded portfolio wealth divided by compounded XBI 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…
6mo analysis · Full analysis span regression · 6 months rolling