+1,818.1%
QQQ vs SMCI
+4,298.9%
-2,480.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.2% |
| 7D | +1.0% | +5.2% | -4.2% | +0.2% |
| 30D | -0.6% | +23.7% | -24.4% | -4.1% |
| 3M | +1.3% | -4.2% | +5.5% | -0.2% |
| 6M | +18.1% | +21.7% | -3.6% | +9.8% |
| YTD | +16.9% | +33.0% | -16.1% | +6.5% |
| 1Y | +24.0% | -9.3% | +33.3% | +18.8% |
| 3Y | +95.6% | +38.7% | +56.9% | +46.7% |
| 5Y | +94.5% | +967.2% | -872.7% | -6.3% |
| 10Y | +571.7% | +1,745.9% | -1,174.2% | +167.5% |
| All | +1,818.1% | +4,298.9% | -2,480.8% | +412.1% |
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