+921.6%
SMCI vs ACN
-43.7%
+965.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.4% |
| 7D | -1.3% | -7.9% | +6.6% | +1.6% |
| 30D | +18.3% | -1.1% | +19.4% | +18.4% |
| 3M | +27.7% | +5.6% | +22.1% | +22.2% |
| 6M | +17.6% | -9.9% | +27.5% | +22.6% |
| YTD | +27.7% | -32.3% | +60.0% | +56.6% |
| 1Y | -14.9% | -25.3% | +10.4% | -3.1% |
| 3Y | +33.2% | -42.3% | +75.5% | +74.3% |
| 5Y | +921.6% | -43.5% | +965.1% | +1,239.7% |
| All | +921.6% | -43.7% | +965.3% | +1,239.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling