+95.7%
QQQ vs SMCI
+987.9%
-892.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.3% | -6.4% | +0.1% |
| 7D | -0.6% | +1.3% | -1.9% | -0.7% |
| 30D | -1.2% | +6.6% | -7.8% | -2.1% |
| 3M | -0.2% | +25.4% | -25.6% | -3.7% |
| 6M | +17.9% | +26.1% | -8.2% | +11.2% |
| YTD | +16.6% | +37.0% | -20.4% | +8.4% |
| 1Y | +23.0% | -8.8% | +31.7% | +19.1% |
| 3Y | +92.9% | +44.6% | +48.4% | +52.0% |
| All | +95.7% | +987.9% | -892.2% | -3.7% |
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