+32,355.3%
AVGO vs SMCI
+5,101.6%
+27,253.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.6% |
| 7D | -0.3% | +9.7% | -10.0% | -2.2% |
| 30D | -13.8% | +29.3% | -43.2% | -18.9% |
| 3M | -6.9% | -8.5% | +1.6% | -7.8% |
| 6M | +11.9% | +28.6% | -16.7% | +0.4% |
| YTD | +6.9% | +37.5% | -30.7% | -6.4% |
| 1Y | +7.4% | +0.5% | +6.9% | -0.1% |
| 3Y | +345.6% | +43.4% | +302.1% | +222.6% |
| 5Y | +718.9% | +1,008.2% | -289.3% | +251.7% |
| 10Y | +2,755.4% | +1,776.0% | +979.3% | +898.8% |
| All | +32,355.3% | +5,101.6% | +27,253.8% | +7,821.9% |
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