+2,967.4%
SMCI vs ALL
+614.1%
+2,353.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -6.6% | +5.0% | -11.6% | -8.3% |
| 30D | -24.9% | +13.3% | -38.2% | -28.8% |
| 3M | -31.4% | +3.2% | -34.6% | -33.0% |
| 6M | -16.0% | +25.3% | -41.4% | -25.7% |
| YTD | -8.2% | +30.5% | -38.7% | -21.0% |
| 1Y | -23.4% | +29.2% | -52.6% | -34.0% |
| 3Y | +5.0% | +119.1% | -114.1% | -33.0% |
| 5Y | +515.0% | +162.6% | +352.4% | +247.4% |
| 10Y | +953.7% | +378.8% | +575.0% | +333.0% |
| All | +2,967.4% | +614.1% | +2,353.3% | +781.2% |
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