+2,787.6%
GOOG vs SMCI
+4,298.9%
-1,511.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | -1.7% |
| 7D | -1.6% | +5.2% | -6.8% | -2.2% |
| 30D | -7.7% | +23.7% | -31.4% | -10.4% |
| 3M | -9.3% | -4.2% | -5.1% | -10.7% |
| 6M | +7.4% | +21.7% | -14.3% | +0.4% |
| YTD | +4.9% | +33.0% | -28.2% | -3.9% |
| 1Y | +37.2% | -9.3% | +46.5% | +31.4% |
| 3Y | +141.6% | +38.7% | +102.9% | +82.6% |
| 5Y | +128.8% | +967.2% | -838.4% | +14.1% |
| 10Y | +772.7% | +1,745.9% | -973.2% | +265.8% |
| All | +2,787.6% | +4,298.9% | -1,511.3% | +717.9% |
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