+980.0%
SMCI vs AEE
+38.7%
+941.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.2% |
| 30D | +6.6% | -2.9% | +9.5% | +6.4% |
| 3M | +25.4% | -2.4% | +27.8% | +25.4% |
| 6M | +26.1% | -2.7% | +28.8% | +26.1% |
| YTD | +37.0% | +7.3% | +29.7% | +38.5% |
| 1Y | -8.8% | +7.5% | -16.3% | -7.6% |
| 3Y | +44.6% | +46.2% | -1.6% | +50.7% |
| All | +980.0% | +38.7% | +941.3% | +1,050.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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