+14.8%
SPY vs SMCI
-39.1%
+53.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.7% | +7.4% | +2.1% |
| 7D | -0.7% | -17.3% | +16.6% | +0.6% |
| 30D | -1.0% | -31.5% | +30.4% | +1.5% |
| 3M | -0.3% | -6.6% | +6.3% | -0.3% |
| 6M | +7.3% | +6.0% | +1.3% | +5.0% |
| YTD | +13.3% | +1.1% | +12.2% | +10.0% |
| 1Y | +14.8% | -37.6% | +52.3% | +17.2% |
| All | +14.8% | -39.1% | +53.9% | +17.2% |
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