+4,344.1%
SMCI vs AEIS
+1,271.3%
+3,072.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.8% |
| 7D | +5.2% | +6.5% | -1.2% | +2.3% |
| 30D | +23.7% | -9.2% | +32.9% | +28.7% |
| 3M | -4.2% | -8.3% | +4.1% | -0.5% |
| 6M | +21.7% | -6.3% | +28.1% | +25.3% |
| YTD | +33.0% | +36.5% | -3.5% | +14.2% |
| 1Y | -9.3% | +84.8% | -94.1% | -33.0% |
| 3Y | +38.7% | +176.6% | -137.9% | -11.1% |
| 5Y | +967.2% | +237.1% | +730.1% | +540.8% |
| 10Y | +1,745.9% | +554.7% | +1,191.2% | +665.1% |
| All | +4,344.1% | +1,271.3% | +3,072.8% | +910.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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