+81.9%
META vs SMCI
+517.7%
-435.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.4% | +0.1% |
| 7D | -0.8% | -12.7% | +11.9% | +0.8% |
| 30D | -15.4% | -36.0% | +20.6% | -11.0% |
| 3M | +3.5% | -2.1% | +5.6% | +2.8% |
| 6M | -0.3% | -17.0% | +16.7% | -1.2% |
| YTD | -7.3% | -1.7% | -5.6% | -12.5% |
| 1Y | -1.1% | -28.7% | +27.6% | -2.5% |
| 3Y | +95.1% | +13.9% | +81.2% | +42.7% |
| All | +81.9% | +517.7% | -435.8% | -29.9% |
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