+86.4%
META vs SMCI
+515.9%
-429.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | +5.2% | -6.6% | +11.7% | +5.9% |
| 30D | -13.0% | -24.9% | +11.9% | -10.3% |
| 3M | +7.9% | -31.4% | +39.3% | +12.1% |
| 6M | +4.2% | -16.0% | +20.3% | +2.8% |
| YTD | -2.5% | -8.2% | +5.7% | -7.4% |
| 1Y | +5.6% | -23.4% | +29.0% | +2.8% |
| 3Y | +96.8% | +5.0% | +91.8% | +45.3% |
| All | +86.4% | +515.9% | -429.5% | -27.4% |
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 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