+945.5%
SMCI vs ALL
+377.9%
+567.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -6.6% | +5.0% | -11.6% | -7.2% |
| 30D | -24.9% | +13.3% | -38.2% | -26.4% |
| 3M | -31.4% | +3.2% | -34.6% | -31.9% |
| 6M | -16.0% | +25.3% | -41.4% | -20.8% |
| YTD | -8.2% | +30.5% | -38.7% | -14.8% |
| 1Y | -23.4% | +29.2% | -52.6% | -28.8% |
| 3Y | +5.0% | +119.1% | -114.1% | -24.7% |
| 5Y | +515.0% | +162.6% | +352.4% | +289.5% |
| All | +945.5% | +377.9% | +567.6% | +408.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling