+2,770.9%
AVGO vs SMCI
+1,818.7%
+952.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.3% | -7.0% | -1.2% |
| 7D | +1.1% | +1.3% | -0.1% | +0.8% |
| 30D | -13.0% | +6.6% | -19.6% | -14.4% |
| 3M | -6.0% | +25.4% | -31.4% | -11.9% |
| 6M | +6.4% | +26.1% | -19.8% | -4.0% |
| YTD | +5.0% | +37.0% | -32.0% | -7.6% |
| 1Y | +1.4% | -8.8% | +10.2% | -3.6% |
| 3Y | +336.8% | +44.6% | +292.2% | +221.5% |
| 5Y | +698.2% | +995.9% | -297.7% | +257.1% |
| All | +2,770.9% | +1,818.7% | +952.3% | +1,050.2% |
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