-2.7%
SMCI vs XLK
+44.7%
-47.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.1% |
| 7D | +6.8% | +0.9% | +5.9% | +5.0% |
| 30D | +30.6% | +0.7% | +29.8% | +29.4% |
| 3M | -15.6% | -2.9% | -12.7% | -7.9% |
| 6M | +21.3% | +34.3% | -13.0% | -26.4% |
| YTD | +35.3% | +30.4% | +4.9% | -14.7% |
| 1Y | -2.7% | +43.4% | -46.1% | -44.5% |
| All | -2.7% | +44.7% | -47.4% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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