+337.5%
AMD vs SMCI
+941.8%
-604.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.5% | +0.2% | +3.4% |
| 7D | +2.6% | +6.8% | -4.2% | +0.6% |
| 30D | -0.9% | +30.6% | -31.5% | -9.0% |
| 3M | -8.7% | -15.6% | +6.9% | -6.8% |
| 6M | +136.3% | +21.3% | +115.1% | +111.7% |
| YTD | +123.0% | +35.3% | +87.7% | +90.7% |
| 1Y | +195.2% | -2.7% | +197.9% | +176.7% |
| 3Y | +336.3% | +40.3% | +296.0% | +177.6% |
| All | +337.5% | +941.8% | -604.3% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling