+3,243.1%
AMAT vs SMCI
+4,373.4%
-1,130.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.5% | -0.2% | +3.3% |
| 7D | -1.5% | +6.8% | -8.3% | -2.9% |
| 30D | -14.8% | +30.6% | -45.4% | -20.2% |
| 3M | -9.3% | -15.6% | +6.3% | -8.1% |
| 6M | +27.4% | +21.3% | +6.1% | +15.5% |
| YTD | +77.6% | +35.3% | +42.3% | +55.7% |
| 1Y | +188.9% | -2.7% | +191.7% | +170.1% |
| 3Y | +202.3% | +40.3% | +162.0% | +103.7% |
| 5Y | +248.9% | +941.8% | -692.9% | +30.4% |
| 10Y | +1,585.2% | +1,687.4% | -102.1% | +406.1% |
| All | +3,243.1% | +4,373.4% | -1,130.4% | +538.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling