+950.2%
SMCI vs ACGL
+322.9%
+627.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +0.1% | -11.4% | -11.3% |
| 7D | -0.3% | -1.2% | +0.9% | 0.0% |
| 30D | -30.9% | +12.8% | -43.7% | -34.0% |
| 3M | -28.2% | +12.3% | -40.5% | -31.6% |
| 6M | -17.7% | +15.8% | -33.5% | -23.8% |
| YTD | -7.8% | +13.9% | -21.7% | -14.6% |
| 1Y | -28.8% | +19.0% | -47.8% | -35.4% |
| 3Y | +1.5% | +33.7% | -32.2% | -18.8% |
| 5Y | +517.8% | +173.4% | +344.4% | +227.2% |
| All | +950.2% | +322.9% | +627.3% | +351.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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