+695.6%
AVGO vs SMCI
+921.6%
-225.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.0% | -0.2% |
| 7D | +1.0% | -1.3% | +2.3% | +1.3% |
| 30D | -13.3% | +18.3% | -31.6% | -16.7% |
| 3M | -2.9% | +27.7% | -30.6% | -9.4% |
| 6M | +5.7% | +17.6% | -11.9% | -3.1% |
| YTD | +4.6% | +27.7% | -23.1% | -6.6% |
| 1Y | -1.6% | -14.9% | +13.2% | -5.1% |
| 3Y | +336.2% | +33.2% | +303.0% | +227.9% |
| 5Y | +695.6% | +921.6% | -225.9% | +249.8% |
| All | +695.6% | +921.6% | -225.9% | +249.8% |
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