+252.1%
INTC vs SMCI
+1,818.7%
-1,566.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.3% | -4.7% | +1.3% |
| 7D | +7.5% | +1.3% | +6.2% | +7.2% |
| 30D | +2.0% | +6.6% | -4.6% | +0.8% |
| 3M | -12.0% | +25.4% | -37.4% | -16.0% |
| 6M | +114.5% | +26.1% | +88.4% | +99.2% |
| YTD | +179.0% | +37.0% | +142.0% | +154.6% |
| 1Y | +318.3% | -8.8% | +327.0% | +304.8% |
| 3Y | +171.2% | +44.6% | +126.6% | +102.7% |
| 5Y | +107.6% | +995.9% | -888.3% | -6.6% |
| All | +252.1% | +1,818.7% | -1,566.5% | +37.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling