+1,665.8%
AMAT vs SMCI
+1,745.1%
-79.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.6% |
| 7D | +7.0% | +9.7% | -2.7% | +4.9% |
| 30D | -12.2% | +29.3% | -41.5% | -17.5% |
| 3M | -3.8% | -8.5% | +4.6% | -4.5% |
| 6M | +45.9% | +28.6% | +17.3% | +30.7% |
| YTD | +84.6% | +37.5% | +47.1% | +61.6% |
| 1Y | +193.4% | +0.5% | +192.8% | +172.6% |
| 3Y | +228.1% | +43.4% | +184.6% | +115.4% |
| 5Y | +268.9% | +1,008.2% | -739.2% | +20.3% |
| 10Y | +1,665.8% | +1,776.0% | -110.3% | +369.0% |
| All | +1,665.8% | +1,745.1% | -79.3% | +369.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling