+1,008.2%
SMCI vs ALLE
+17.0%
+991.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.1% |
| 7D | +9.7% | +2.8% | +6.9% | +7.8% |
| 30D | +29.3% | -7.6% | +37.0% | +35.4% |
| 3M | -8.5% | +22.8% | -31.3% | -20.5% |
| 6M | +28.6% | +4.6% | +24.0% | +23.8% |
| YTD | +37.5% | -1.2% | +38.8% | +36.7% |
| 1Y | +0.5% | -9.1% | +9.7% | +5.3% |
| 3Y | +43.4% | +50.0% | -6.5% | +3.0% |
| 5Y | +1,008.2% | +15.2% | +992.9% | +762.8% |
| All | +1,008.2% | +17.0% | +991.2% | +762.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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