+199.0%
AMD vs SMCI
+517.7%
-318.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.2% | +4.8% | +9.1% |
| 7D | -11.0% | -12.7% | +1.7% | -6.8% |
| 30D | -30.5% | -36.0% | +5.5% | -20.0% |
| 3M | -8.2% | -2.1% | -6.1% | -7.6% |
| 6M | +6.6% | -17.0% | +23.6% | +9.9% |
| YTD | +109.7% | -1.7% | +111.4% | +98.2% |
| 1Y | +88.9% | -28.7% | +117.6% | +95.5% |
| 3Y | +301.8% | +13.9% | +288.0% | +171.4% |
| All | +199.0% | +517.7% | -318.7% | -17.6% |
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