+4,495.9%
SMCI vs A
+588.6%
+3,907.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +3.2% |
| 7D | +9.7% | -2.1% | +11.7% | +10.9% |
| 30D | +29.3% | +0.6% | +28.7% | +28.7% |
| 3M | -8.5% | +10.9% | -19.4% | -13.8% |
| 6M | +28.6% | +28.2% | +0.4% | +11.1% |
| YTD | +37.5% | +8.6% | +29.0% | +30.3% |
| 1Y | +0.5% | +15.5% | -15.0% | -8.4% |
| 3Y | +43.4% | +31.8% | +11.6% | +18.9% |
| 5Y | +1,008.2% | -14.9% | +1,023.0% | +1,048.3% |
| 10Y | +1,776.0% | +237.8% | +1,538.2% | +741.4% |
| All | +4,495.9% | +588.6% | +3,907.3% | +1,024.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling