+4,344.1%
SMCI vs AEM
+636.2%
+3,707.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.4% |
| 7D | +5.2% | +3.0% | +2.2% | +4.8% |
| 30D | +23.7% | +12.5% | +11.3% | +21.6% |
| 3M | -4.2% | +26.9% | -31.2% | -7.3% |
| 6M | +21.7% | -9.4% | +31.2% | +23.4% |
| YTD | +33.0% | +20.3% | +12.7% | +30.2% |
| 1Y | -9.3% | +33.8% | -43.1% | -12.4% |
| 3Y | +38.7% | +349.8% | -311.1% | +16.2% |
| 5Y | +967.2% | +301.0% | +666.1% | +792.6% |
| 10Y | +1,745.9% | +376.1% | +1,369.8% | +1,376.9% |
| All | +4,344.1% | +636.2% | +3,707.8% | +2,695.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling