+1,643.5%
SMCI vs ALLY
+190.4%
+1,453.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.4% |
| 7D | -1.3% | -3.3% | +2.0% | +0.2% |
| 30D | +18.3% | -4.1% | +22.3% | +20.7% |
| 3M | +27.7% | +1.4% | +26.3% | +26.8% |
| 6M | +17.6% | +14.4% | +3.2% | +10.8% |
| YTD | +27.7% | -4.9% | +32.6% | +31.1% |
| 1Y | -14.9% | +5.5% | -20.4% | -17.2% |
| 3Y | +33.2% | +66.0% | -32.9% | +4.9% |
| 5Y | +921.6% | -2.4% | +923.9% | +862.9% |
| All | +1,643.5% | +190.4% | +1,453.1% | +863.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling