+21.7%
SMCI vs XHB
-3.8%
+25.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -1.5% |
| 7D | +5.2% | -1.9% | +7.1% | +7.6% |
| 30D | +23.7% | -8.3% | +32.1% | +36.1% |
| 3M | -4.2% | -7.1% | +2.9% | +3.4% |
| 6M | +21.7% | -5.3% | +27.0% | +34.4% |
| All | +21.7% | -3.8% | +25.5% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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