+921.6%
SMCI vs ALL
+113.6%
+808.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -4.1% |
| 7D | -1.3% | -4.3% | +3.0% | -2.2% |
| 30D | +18.3% | -3.6% | +21.9% | +17.6% |
| 3M | +27.7% | +13.2% | +14.5% | +31.0% |
| 6M | +17.6% | +22.5% | -4.9% | +22.2% |
| YTD | +27.7% | +22.7% | +5.0% | +32.8% |
| 1Y | -14.9% | +28.3% | -43.2% | -11.2% |
| 3Y | +33.2% | +152.0% | -118.9% | +21.9% |
| 5Y | +921.6% | +115.4% | +806.2% | +888.0% |
| All | +921.6% | +113.6% | +808.0% | +888.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling