+44.6%
SMCI vs AG
+249.7%
-205.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.9% | +10.2% | +8.2% |
| 7D | +1.3% | -6.7% | +8.0% | +3.4% |
| 30D | +6.6% | +2.2% | +4.5% | +5.3% |
| 3M | +25.4% | +15.7% | +9.7% | +18.5% |
| 6M | +26.1% | -23.8% | +49.9% | +33.8% |
| YTD | +37.0% | +17.6% | +19.4% | +30.1% |
| 1Y | -8.8% | +88.6% | -97.4% | -22.7% |
| 3Y | +44.6% | +253.4% | -208.8% | -9.5% |
| All | +44.6% | +249.7% | -205.1% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling