+4,419.4%
SMCI vs ALL
+592.6%
+3,826.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.9% | +5.0% |
| 7D | +6.8% | 0.0% | +6.7% | +6.7% |
| 30D | +30.6% | -1.5% | +32.1% | +30.6% |
| 3M | -15.6% | +23.6% | -39.2% | -24.1% |
| 6M | +21.3% | +22.3% | -1.1% | +8.8% |
| YTD | +35.3% | +26.5% | +8.7% | +18.9% |
| 1Y | -2.7% | +27.0% | -29.7% | -15.1% |
| 3Y | +40.3% | +149.6% | -109.3% | -15.3% |
| 5Y | +941.8% | +118.1% | +823.8% | +546.1% |
| 10Y | +1,687.4% | +369.0% | +1,318.4% | +647.4% |
| All | +4,419.4% | +592.6% | +3,826.8% | +1,227.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling