+4,669.9%
SMCI vs ACWI
+356.8%
+4,313.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.6% | +4.6% |
| 7D | +6.8% | +0.5% | +6.3% | +6.1% |
| 30D | +30.6% | +0.9% | +29.7% | +29.5% |
| 3M | -15.6% | +2.4% | -18.0% | -16.2% |
| 6M | +21.3% | +12.4% | +8.9% | +9.9% |
| YTD | +35.3% | +15.2% | +20.1% | +19.7% |
| 1Y | -2.7% | +22.7% | -25.4% | -19.7% |
| 3Y | +40.3% | +75.8% | -35.5% | -18.6% |
| 5Y | +941.8% | +67.7% | +874.1% | +557.6% |
| 10Y | +1,687.4% | +229.0% | +1,458.4% | +461.8% |
| All | +4,669.9% | +356.8% | +4,313.1% | +810.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling