+1,008.2%
SMCI vs ACGL
+158.6%
+849.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +1.8% |
| 7D | +9.7% | -2.9% | +12.6% | +9.8% |
| 30D | +29.3% | -2.8% | +32.1% | +29.5% |
| 3M | -8.5% | +6.8% | -15.3% | -9.8% |
| 6M | +28.6% | -1.5% | +30.1% | +28.1% |
| YTD | +37.5% | -0.2% | +37.8% | +36.4% |
| 1Y | +0.5% | +5.3% | -4.7% | -1.8% |
| 3Y | +43.4% | +30.3% | +13.2% | +17.9% |
| 5Y | +1,008.2% | +151.8% | +856.4% | +516.1% |
| All | +1,008.2% | +158.6% | +849.6% | +516.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling