+1,770.3%
SMCI vs ACN
+97.5%
+1,672.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.4% | +3.9% | +5.7% |
| 7D | +1.3% | -1.5% | +2.8% | +2.0% |
| 30D | +6.6% | +2.1% | +4.5% | +5.2% |
| 3M | +25.4% | +11.1% | +14.3% | +14.3% |
| 6M | +26.1% | -6.8% | +33.0% | +26.7% |
| YTD | +37.0% | -30.0% | +67.0% | +61.7% |
| 1Y | -8.8% | -23.1% | +14.4% | +0.5% |
| 3Y | +44.6% | -40.4% | +85.0% | +82.5% |
| 5Y | +995.9% | -41.6% | +1,037.5% | +1,287.5% |
| All | +1,770.3% | +97.5% | +1,672.8% | +1,183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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