+4,495.9%
SMCI vs AG
+395.5%
+4,100.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | +9.7% | +4.5% | +5.2% | +9.1% |
| 30D | +29.3% | +12.9% | +16.5% | +27.3% |
| 3M | -8.5% | +20.9% | -29.4% | -10.6% |
| 6M | +28.6% | -19.5% | +48.1% | +31.8% |
| YTD | +37.5% | +24.8% | +12.8% | +34.1% |
| 1Y | +0.5% | +120.2% | -119.7% | -7.8% |
| 3Y | +43.4% | +279.0% | -235.6% | +21.9% |
| 5Y | +1,008.2% | +67.9% | +940.3% | +884.7% |
| 10Y | +1,776.0% | +57.5% | +1,718.6% | +1,451.3% |
| All | +4,495.9% | +395.5% | +4,100.4% | +2,726.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling