+3,800.5%
SMCI vs ACM
+230.8%
+3,569.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.7% |
| 7D | +6.8% | -3.7% | +10.5% | +8.6% |
| 30D | +30.6% | -11.1% | +41.7% | +35.6% |
| 3M | -15.6% | -8.0% | -7.6% | -13.8% |
| 6M | +21.3% | -29.7% | +50.9% | +40.0% |
| YTD | +35.3% | -29.4% | +64.6% | +54.8% |
| 1Y | -2.7% | -46.4% | +43.7% | +26.3% |
| 3Y | +40.3% | -22.3% | +62.7% | +54.3% |
| 5Y | +941.8% | +4.5% | +937.4% | +901.7% |
| 10Y | +1,687.4% | +127.6% | +1,559.7% | +1,049.7% |
| All | +3,800.5% | +230.8% | +3,569.7% | +1,939.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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