+1,770.3%
SMCI vs ADP
+286.3%
+1,484.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.9% |
| 7D | +1.3% | -2.8% | +4.0% | +2.3% |
| 30D | +6.6% | +0.2% | +6.4% | +6.4% |
| 3M | +25.4% | +20.5% | +4.9% | +14.6% |
| 6M | +26.1% | +28.8% | -2.6% | +10.8% |
| YTD | +37.0% | +6.6% | +30.4% | +31.0% |
| 1Y | -8.8% | -6.9% | -1.9% | -7.4% |
| 3Y | +44.6% | +16.1% | +28.5% | +26.4% |
| 5Y | +995.9% | +49.3% | +946.6% | +723.6% |
| All | +1,770.3% | +286.3% | +1,484.1% | +792.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ADP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling