+1,745.9%
SMCI vs ACWI
+226.5%
+1,519.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.3% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | -0.6% | +24.3% | +25.4% |
| 3M | -4.2% | +4.3% | -8.5% | -8.4% |
| 6M | +21.7% | +12.7% | +9.1% | +6.8% |
| YTD | +33.0% | +13.9% | +19.1% | +15.6% |
| 1Y | -9.3% | +20.5% | -29.8% | -27.0% |
| 3Y | +38.7% | +76.5% | -37.8% | -29.5% |
| 5Y | +967.2% | +67.5% | +899.6% | +496.2% |
| 10Y | +1,745.9% | +231.8% | +1,514.0% | +367.7% |
| All | +1,745.9% | +226.5% | +1,519.4% | +367.7% |
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