+20.0%
SPY vs SMCI
-1.7%
+21.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -0.7% |
| 7D | +0.1% | +6.8% | -6.7% | -0.4% |
| 30D | +0.1% | +30.6% | -30.5% | -2.1% |
| 3M | +2.0% | -15.6% | +17.6% | +2.4% |
| 6M | +13.0% | +21.3% | -8.2% | +8.7% |
| YTD | +13.5% | +35.3% | -21.7% | +7.8% |
| 1Y | +20.0% | -2.7% | +22.7% | +20.0% |
| All | +20.0% | -1.7% | +21.7% | +20.0% |
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