+2,655.0%
SMCI vs ALLE
+260.9%
+2,394.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.0% |
| 7D | +6.8% | -0.2% | +7.0% | +6.9% |
| 30D | +30.6% | -6.8% | +37.4% | +35.6% |
| 3M | -15.6% | +21.0% | -36.6% | -25.2% |
| 6M | +21.3% | +1.1% | +20.2% | +19.6% |
| YTD | +35.3% | -0.5% | +35.8% | +34.2% |
| 1Y | -2.7% | -7.3% | +4.5% | +0.3% |
| 3Y | +40.3% | +42.3% | -1.9% | +10.4% |
| 5Y | +941.8% | +13.5% | +928.4% | +816.9% |
| 10Y | +1,687.4% | +144.0% | +1,543.3% | +901.7% |
| All | +2,655.0% | +260.9% | +2,394.2% | +1,121.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling