+339.7%
AVGO vs SMCI
+36.4%
+303.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -0.5% |
| 7D | -0.8% | +5.2% | -6.0% | -1.8% |
| 30D | -13.7% | +23.7% | -37.5% | -17.9% |
| 3M | -6.9% | -4.2% | -2.7% | -8.6% |
| 6M | +5.8% | +21.7% | -16.0% | -3.5% |
| YTD | +5.7% | +33.0% | -27.3% | -6.2% |
| 1Y | +9.0% | -9.3% | +18.3% | +4.1% |
| All | +339.7% | +36.4% | +303.3% | +241.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling