+1,770.3%
SMCI vs AA
+122.9%
+1,647.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -3.4% | +4.7% | +2.3% |
| 30D | +6.6% | -5.8% | +12.4% | +8.4% |
| 3M | +25.4% | -29.9% | +55.3% | +38.2% |
| 6M | +26.1% | -27.0% | +53.2% | +39.2% |
| YTD | +37.0% | -8.7% | +45.7% | +41.1% |
| 1Y | -8.8% | +50.6% | -59.4% | -18.4% |
| 3Y | +44.6% | +74.1% | -29.5% | +22.0% |
| 5Y | +995.9% | +2.6% | +993.3% | +883.1% |
| All | +1,770.3% | +122.9% | +1,647.5% | +975.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling