+96.2%
SMH vs SMCI
-1.7%
+97.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | +1.5% |
| 7D | +2.5% | +6.8% | -4.3% | +0.9% |
| 30D | -0.5% | +30.6% | -31.0% | -7.0% |
| 3M | -9.6% | -15.6% | +5.9% | -9.0% |
| 6M | +42.1% | +21.3% | +20.8% | +28.6% |
| YTD | +57.4% | +35.3% | +22.2% | +37.6% |
| 1Y | +96.2% | -2.7% | +99.0% | +93.2% |
| All | +96.2% | -1.7% | +97.9% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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