+1,770.3%
SMCI vs ADM
+177.9%
+1,592.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.3% |
| 7D | +1.3% | +2.5% | -1.2% | +0.5% |
| 30D | +6.6% | +9.5% | -2.8% | +3.4% |
| 3M | +25.4% | +10.6% | +14.8% | +21.3% |
| 6M | +26.1% | +24.0% | +2.1% | +17.0% |
| YTD | +37.0% | +54.0% | -17.0% | +18.4% |
| 1Y | -8.8% | +45.3% | -54.1% | -20.0% |
| 3Y | +44.6% | +21.8% | +22.8% | +31.7% |
| 5Y | +995.9% | +66.8% | +929.1% | +735.3% |
| All | +1,770.3% | +177.9% | +1,592.5% | +949.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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