+980.0%
SMCI vs AEM
+306.3%
+673.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +6.7% |
| 7D | +1.3% | -2.1% | +3.4% | +2.0% |
| 30D | +6.6% | +8.4% | -1.8% | +3.8% |
| 3M | +25.4% | +27.3% | -1.9% | +15.8% |
| 6M | +26.1% | -9.7% | +35.8% | +27.5% |
| YTD | +37.0% | +19.0% | +18.0% | +31.2% |
| 1Y | -8.8% | +31.5% | -40.2% | -14.3% |
| 3Y | +44.6% | +338.7% | -294.1% | +9.0% |
| All | +980.0% | +306.3% | +673.7% | +708.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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