+4,495.9%
SMCI vs AA
-22.2%
+4,518.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +0.6% |
| 7D | +9.7% | +1.7% | +8.0% | +9.0% |
| 30D | +29.3% | +3.3% | +26.0% | +27.3% |
| 3M | -8.5% | -29.4% | +20.9% | +3.0% |
| 6M | +28.6% | -12.8% | +41.4% | +35.6% |
| YTD | +37.5% | -2.1% | +39.7% | +38.5% |
| 1Y | +0.5% | +62.8% | -62.2% | -14.6% |
| 3Y | +43.4% | +90.5% | -47.0% | +12.5% |
| 5Y | +1,008.2% | +19.1% | +989.1% | +811.1% |
| 10Y | +1,776.0% | +124.8% | +1,651.3% | +880.7% |
| All | +4,495.9% | -22.2% | +4,518.1% | +2,283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling