-2.7%
SMCI vs XEL
+7.2%
-9.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.4% | +4.8% |
| 7D | +6.8% | -1.0% | +7.7% | +7.1% |
| 30D | +30.6% | -1.9% | +32.5% | +31.3% |
| 3M | -15.6% | -1.9% | -13.7% | -15.1% |
| 6M | +21.3% | -7.4% | +28.7% | +22.1% |
| YTD | +35.3% | +4.1% | +31.2% | +36.8% |
| 1Y | -2.7% | +8.0% | -10.8% | +4.2% |
| All | -2.7% | +7.2% | -9.9% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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