+2,967.4%
SMCI vs ALB
+197.8%
+2,769.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | +0.1% |
| 7D | -6.6% | -5.8% | -0.8% | -4.4% |
| 30D | -24.9% | -4.5% | -20.4% | -23.7% |
| 3M | -31.4% | -28.1% | -3.3% | -23.0% |
| 6M | -16.0% | -53.2% | +37.1% | +10.5% |
| YTD | -8.2% | -33.3% | +25.1% | +4.0% |
| 1Y | -23.4% | -17.4% | -6.0% | -20.4% |
| 3Y | +5.0% | -14.1% | +19.2% | -6.1% |
| 5Y | +515.0% | -64.0% | +579.0% | +635.1% |
| 10Y | +953.7% | +32.8% | +920.9% | +498.0% |
| All | +2,967.4% | +197.8% | +2,769.6% | +860.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling