+1,745.9%
SMCI vs ACGL
+270.1%
+1,475.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | +5.2% | -2.1% | +7.3% | +5.9% |
| 30D | +23.7% | -2.2% | +25.9% | +24.4% |
| 3M | -4.2% | +6.3% | -10.5% | -7.7% |
| 6M | +21.7% | +0.5% | +21.2% | +18.9% |
| YTD | +33.0% | +0.2% | +32.8% | +29.6% |
| 1Y | -9.3% | +7.3% | -16.6% | -14.7% |
| 3Y | +38.7% | +30.8% | +7.9% | +10.2% |
| 5Y | +967.2% | +155.8% | +811.4% | +473.6% |
| 10Y | +1,745.9% | +276.3% | +1,469.6% | +685.1% |
| All | +1,745.9% | +270.1% | +1,475.8% | +685.1% |
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