-8.8%
SMCI vs XLK
+38.8%
-47.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +4.6% |
| 7D | +1.3% | +0.2% | +1.1% | +1.1% |
| 30D | +6.6% | -0.6% | +7.3% | +8.3% |
| 3M | +25.4% | +2.6% | +22.9% | +20.2% |
| 6M | +26.1% | +34.0% | -7.8% | -23.2% |
| YTD | +37.0% | +30.7% | +6.3% | -14.0% |
| 1Y | -8.8% | +39.2% | -48.0% | -48.6% |
| All | -8.8% | +38.8% | -47.6% | -48.6% |
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