+52.5%
SOXX vs SMCI
-39.1%
+91.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.7% | +2.6% | -1.5% |
| 7D | -13.7% | -17.3% | +3.6% | -9.0% |
| 30D | -23.6% | -31.5% | +7.9% | -15.5% |
| 3M | -16.9% | -6.6% | -10.3% | -15.8% |
| 6M | -2.4% | +6.0% | -8.4% | -5.4% |
| YTD | +49.8% | +1.1% | +48.7% | +41.9% |
| 1Y | +52.5% | -37.6% | +90.1% | +61.7% |
| All | +52.5% | -39.1% | +91.7% | +61.7% |
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