+4,495.9%
SMCI vs ACN
+576.3%
+3,919.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +4.0% |
| 7D | +9.7% | -4.8% | +14.5% | +12.4% |
| 30D | +29.3% | +1.9% | +27.4% | +27.3% |
| 3M | -8.5% | +3.9% | -12.4% | -15.0% |
| 6M | +28.6% | -15.0% | +43.6% | +33.7% |
| YTD | +37.5% | -31.9% | +69.4% | +61.8% |
| 1Y | +0.5% | -28.5% | +29.1% | +13.5% |
| 3Y | +43.4% | -41.9% | +85.4% | +80.3% |
| 5Y | +1,008.2% | -42.9% | +1,051.0% | +1,303.3% |
| 10Y | +1,776.0% | +88.7% | +1,687.3% | +976.1% |
| All | +4,495.9% | +576.3% | +3,919.6% | +1,015.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling