+1,093.3%
SMCI vs ACWI
+227.3%
+866.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.2% | +8.3% | +7.5% |
| 7D | +2.8% | -0.7% | +3.5% | +4.2% |
| 30D | -23.9% | -2.0% | -21.9% | -20.8% |
| 3M | -3.7% | -2.2% | -1.6% | +1.3% |
| 6M | -9.2% | +1.9% | -11.1% | -7.9% |
| YTD | +4.0% | +12.0% | -8.0% | -6.0% |
| 1Y | -21.6% | +12.5% | -34.1% | -29.4% |
| 3Y | +14.4% | +75.4% | -61.0% | -40.8% |
| 5Y | +586.8% | +61.5% | +525.2% | +307.5% |
| 10Y | +1,093.3% | +227.1% | +866.2% | +189.7% |
| All | +1,093.3% | +227.3% | +866.0% | +189.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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