+523.6%
SMCI vs ALB
-64.0%
+587.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | 0.0% |
| 7D | -6.6% | -5.8% | -0.8% | -4.8% |
| 30D | -24.9% | -4.5% | -20.4% | -23.9% |
| 3M | -31.4% | -28.1% | -3.3% | -24.7% |
| 6M | -16.0% | -53.2% | +37.1% | +4.7% |
| YTD | -8.2% | -33.3% | +25.1% | +1.9% |
| 1Y | -23.4% | -17.4% | -6.0% | -20.5% |
| 3Y | +5.0% | -14.1% | +19.2% | -5.2% |
| All | +523.6% | -64.0% | +587.5% | +581.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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