+826.0%
INTC vs SMCI
+4,298.9%
-3,472.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +2.3% |
| 7D | +18.0% | +5.2% | +12.8% | +16.9% |
| 30D | +8.9% | +23.7% | -14.8% | +4.5% |
| 3M | -1.6% | -4.2% | +2.7% | -2.5% |
| 6M | +133.1% | +21.7% | +111.4% | +117.0% |
| YTD | +187.9% | +33.0% | +154.9% | +162.6% |
| 1Y | +334.7% | -9.3% | +344.0% | +321.3% |
| 3Y | +184.2% | +38.7% | +145.5% | +110.2% |
| 5Y | +116.0% | +967.2% | -851.2% | -2.4% |
| 10Y | +270.0% | +1,745.9% | -1,475.9% | +36.9% |
| All | +826.0% | +4,298.9% | -3,472.9% | +123.4% |
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