+980.0%
SMCI vs AJG
+74.4%
+905.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +7.2% |
| 7D | +1.3% | -8.3% | +9.6% | +1.0% |
| 30D | +6.6% | -5.7% | +12.3% | +6.4% |
| 3M | +25.4% | +9.1% | +16.3% | +24.2% |
| 6M | +26.1% | +15.2% | +10.9% | +23.3% |
| YTD | +37.0% | -6.3% | +43.3% | +40.4% |
| 1Y | -8.8% | -19.1% | +10.4% | -3.1% |
| 3Y | +44.6% | +8.2% | +36.4% | +26.4% |
| All | +980.0% | +74.4% | +905.6% | +581.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 5y: compounded portfolio wealth divided by compounded AJG 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…
5y analysis · Full analysis span regression · 6 months rolling