+980.0%
SMCI vs ALC
-20.7%
+1,000.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.6% |
| 7D | +1.3% | -6.3% | +7.6% | +4.2% |
| 30D | +6.6% | -10.3% | +16.9% | +11.6% |
| 3M | +25.4% | -0.7% | +26.2% | +24.4% |
| 6M | +26.1% | -17.8% | +44.0% | +36.4% |
| YTD | +37.0% | -15.8% | +52.8% | +46.3% |
| 1Y | -8.8% | -16.7% | +8.0% | -2.4% |
| 3Y | +44.6% | -19.7% | +64.3% | +50.2% |
| All | +980.0% | -20.7% | +1,000.7% | +1,008.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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