+1,770.3%
SMCI vs AGG
+14.2%
+1,756.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.4% |
| 7D | +1.3% | -1.1% | +2.3% | +2.6% |
| 30D | +6.6% | -1.1% | +7.8% | +8.2% |
| 3M | +25.4% | -1.9% | +27.4% | +28.5% |
| 6M | +26.1% | -1.7% | +27.9% | +30.1% |
| YTD | +37.0% | -1.3% | +38.3% | +40.6% |
| 1Y | -8.8% | -0.7% | -8.0% | -6.8% |
| 3Y | +44.6% | +12.5% | +32.1% | +32.6% |
| 5Y | +995.9% | -2.5% | +998.4% | +965.9% |
| All | +1,770.3% | +14.2% | +1,756.1% | +1,741.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 10y: compounded portfolio wealth divided by compounded AGG 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…
10y analysis · Full analysis span regression · 6 months rolling