+1,315.3%
AMAT vs SMCI
+1,179.6%
+135.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.6% | +11.9% | +11.5% |
| 7D | -1.1% | -6.0% | +5.0% | +0.5% |
| 30D | -26.9% | -31.7% | +4.8% | -20.3% |
| 3M | -31.2% | -8.1% | -23.1% | -30.4% |
| 6M | -14.7% | -19.1% | +4.4% | -13.2% |
| YTD | +44.7% | -2.3% | +47.0% | +36.4% |
| 1Y | +62.0% | -28.1% | +90.0% | +63.0% |
| 3Y | +165.0% | +8.0% | +157.0% | +85.2% |
| 5Y | +147.1% | +537.8% | -390.7% | -8.2% |
| 10Y | +1,315.3% | +1,119.6% | +195.7% | +287.3% |
| All | +1,315.3% | +1,179.6% | +135.6% | +287.3% |
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