+4,167.1%
SMCI vs AEE
+340.6%
+3,826.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | -1.3% | -0.7% | -0.6% | -1.0% |
| 30D | +18.3% | -2.0% | +20.3% | +19.2% |
| 3M | +27.7% | -2.8% | +30.5% | +29.1% |
| 6M | +17.6% | -3.6% | +21.2% | +19.0% |
| YTD | +27.7% | +7.3% | +20.4% | +23.9% |
| 1Y | -14.9% | +8.7% | -23.6% | -18.0% |
| 3Y | +33.2% | +46.0% | -12.8% | +9.1% |
| 5Y | +921.6% | +39.8% | +881.8% | +736.2% |
| 10Y | +1,672.4% | +191.4% | +1,481.0% | +832.2% |
| All | +4,167.1% | +340.6% | +3,826.5% | +1,397.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling