+921.6%
SMCI vs A
-16.6%
+938.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.3% |
| 7D | -1.3% | -4.6% | +3.3% | +1.4% |
| 30D | +18.3% | -4.3% | +22.6% | +21.2% |
| 3M | +27.7% | +8.9% | +18.8% | +20.9% |
| 6M | +17.6% | +24.5% | -6.9% | +3.3% |
| YTD | +27.7% | +5.8% | +21.9% | +22.6% |
| 1Y | -14.9% | +16.2% | -31.1% | -22.8% |
| 3Y | +33.2% | +28.5% | +4.7% | +11.9% |
| 5Y | +921.6% | -16.3% | +937.9% | +838.1% |
| All | +921.6% | -16.6% | +938.1% | +838.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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