+103.2%
INTC vs SMCI
+987.9%
-884.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.3% | -4.7% | +1.4% |
| 7D | +7.5% | +1.3% | +6.2% | +7.2% |
| 30D | +2.0% | +6.6% | -4.6% | +0.9% |
| 3M | -12.0% | +25.4% | -37.4% | -15.7% |
| 6M | +114.5% | +26.1% | +88.4% | +100.4% |
| YTD | +179.0% | +37.0% | +142.0% | +156.8% |
| 1Y | +318.3% | -8.8% | +327.0% | +304.9% |
| 3Y | +171.2% | +44.6% | +126.6% | +111.6% |
| All | +103.2% | +987.9% | -884.7% | -3.8% |
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