+1,770.3%
SMCI vs AGI
+392.3%
+1,378.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.2% |
| 7D | +1.3% | -2.7% | +4.0% | +1.6% |
| 30D | +6.6% | +7.2% | -0.6% | +5.6% |
| 3M | +25.4% | +4.3% | +21.2% | +24.0% |
| 6M | +26.1% | -27.1% | +53.2% | +30.4% |
| YTD | +37.0% | -6.6% | +43.6% | +38.4% |
| 1Y | -8.8% | +9.5% | -18.3% | -9.1% |
| 3Y | +44.6% | +208.4% | -163.8% | +33.4% |
| 5Y | +995.9% | +401.6% | +594.3% | +882.0% |
| All | +1,770.3% | +392.3% | +1,378.0% | +1,632.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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