+136.0%
GOOG vs SMCI
+987.9%
-851.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.3% | -5.7% | +1.0% |
| 7D | 0.0% | +1.3% | -1.2% | -0.1% |
| 30D | -2.0% | +6.6% | -8.6% | -2.6% |
| 3M | -5.9% | +25.4% | -31.3% | -8.3% |
| 6M | +8.9% | +26.1% | -17.2% | +4.0% |
| YTD | +7.1% | +37.0% | -29.9% | +1.1% |
| 1Y | +39.7% | -8.8% | +48.4% | +36.0% |
| 3Y | +145.8% | +44.6% | +101.2% | +95.6% |
| All | +136.0% | +987.9% | -851.9% | +21.0% |
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