+425.7%
META vs SMCI
+1,179.6%
-754.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.2% |
| 7D | +5.7% | -6.0% | +11.8% | +6.5% |
| 30D | -10.8% | -31.7% | +20.9% | -6.4% |
| 3M | +8.4% | -8.1% | +16.5% | +8.5% |
| 6M | +5.4% | -19.1% | +24.5% | +4.6% |
| YTD | -2.6% | -2.3% | -0.3% | -8.4% |
| 1Y | +3.5% | -28.1% | +31.6% | +1.7% |
| 3Y | +102.0% | +8.0% | +94.0% | +52.4% |
| 5Y | +93.1% | +537.8% | -444.7% | -6.8% |
| 10Y | +425.7% | +1,119.6% | -694.0% | +115.6% |
| All | +425.7% | +1,179.6% | -754.0% | +115.6% |
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