+1,511.3%
META vs SMCI
+1,656.9%
-145.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.4% | 0.0% |
| 7D | -0.8% | -12.7% | +11.9% | +1.0% |
| 30D | -15.4% | -36.0% | +20.6% | -10.4% |
| 3M | +3.5% | -2.1% | +5.6% | +2.7% |
| 6M | -0.3% | -17.0% | +16.7% | -1.4% |
| YTD | -7.3% | -1.7% | -5.6% | -12.9% |
| 1Y | -1.1% | -28.7% | +27.6% | -2.7% |
| 3Y | +95.1% | +13.9% | +81.2% | +48.7% |
| 5Y | +80.6% | +517.4% | -436.9% | -5.3% |
| 10Y | +410.1% | +1,204.3% | -794.2% | +123.5% |
| All | +1,511.3% | +1,656.9% | -145.6% | +591.0% |
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