+1,527.5%
META vs SMCI
+2,318.4%
-791.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.5% | +0.4% |
| 7D | +6.7% | +6.8% | -0.1% | +5.8% |
| 30D | +4.8% | +30.6% | -25.8% | +0.5% |
| 3M | -1.6% | -15.6% | +14.0% | -1.6% |
| 6M | -7.5% | +21.3% | -28.7% | -14.2% |
| YTD | -6.4% | +35.3% | -41.7% | -15.3% |
| 1Y | -17.3% | -2.7% | -14.6% | -22.0% |
| 3Y | +109.9% | +40.3% | +69.6% | +56.8% |
| 5Y | +65.4% | +941.8% | -876.5% | -19.4% |
| 10Y | +391.8% | +1,687.4% | -1,295.6% | +107.4% |
| All | +1,527.5% | +2,318.4% | -791.0% | +572.3% |
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