+4,344.1%
SMCI vs ADI
+1,558.6%
+2,785.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.6% |
| 7D | +5.2% | +2.6% | +2.6% | +3.5% |
| 30D | +23.7% | -4.6% | +28.4% | +27.7% |
| 3M | -4.2% | -9.5% | +5.3% | +4.1% |
| 6M | +21.7% | +14.8% | +6.9% | +12.8% |
| YTD | +33.0% | +35.8% | -2.8% | +10.3% |
| 1Y | -9.3% | +48.9% | -58.2% | -29.5% |
| 3Y | +38.7% | +115.6% | -76.9% | -12.3% |
| 5Y | +967.2% | +135.1% | +832.1% | +541.6% |
| 10Y | +1,745.9% | +636.4% | +1,109.5% | +433.4% |
| All | +4,344.1% | +1,558.6% | +2,785.5% | +660.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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