+967.2%
SMCI vs ACWI
+67.2%
+899.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.0% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | -0.6% | +24.3% | +25.9% |
| 3M | -4.2% | +4.3% | -8.5% | -10.0% |
| 6M | +21.7% | +12.7% | +9.1% | +1.7% |
| YTD | +33.0% | +13.9% | +19.1% | +9.6% |
| 1Y | -9.3% | +20.5% | -29.8% | -32.4% |
| 3Y | +38.7% | +76.5% | -37.8% | -43.4% |
| 5Y | +967.2% | +67.5% | +899.6% | +400.8% |
| All | +967.2% | +67.2% | +899.9% | +400.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling