+12,809.8%
AMZN vs SMCI
+4,449.2%
+8,360.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | +0.8% | +9.7% | -8.9% | -0.4% |
| 30D | -6.4% | +29.3% | -35.7% | -10.0% |
| 3M | +4.8% | -8.5% | +13.3% | +3.7% |
| 6M | +20.5% | +28.6% | -8.1% | +11.3% |
| YTD | +11.3% | +37.5% | -26.2% | +1.2% |
| 1Y | +9.0% | +0.5% | +8.4% | +2.8% |
| 3Y | +85.9% | +43.4% | +42.5% | +40.6% |
| 5Y | +45.8% | +1,008.2% | -962.4% | -26.7% |
| 10Y | +555.5% | +1,776.0% | -1,220.6% | +173.5% |
| All | +12,809.8% | +4,449.2% | +8,360.7% | +3,183.4% |
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