+4,167.1%
SMCI vs AGI
+540.6%
+3,626.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -3.7% |
| 7D | -1.3% | -5.3% | +4.0% | -0.8% |
| 30D | +18.3% | +6.8% | +11.5% | +17.5% |
| 3M | +27.7% | +8.3% | +19.4% | +26.3% |
| 6M | +17.6% | -29.2% | +46.8% | +21.2% |
| YTD | +27.7% | -7.3% | +35.0% | +28.7% |
| 1Y | -14.9% | +8.0% | -22.9% | -15.3% |
| 3Y | +33.2% | +206.6% | -173.4% | +22.6% |
| 5Y | +921.6% | +398.1% | +523.4% | +805.4% |
| 10Y | +1,672.4% | +384.0% | +1,288.5% | +1,420.2% |
| All | +4,167.1% | +540.6% | +3,626.5% | +3,193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling