+967.2%
SMCI vs ALLY
-1.1%
+968.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.7% |
| 7D | +5.2% | -1.9% | +7.2% | +6.3% |
| 30D | +23.7% | -4.5% | +28.2% | +27.0% |
| 3M | -4.2% | -2.8% | -1.4% | -2.2% |
| 6M | +21.7% | +10.3% | +11.4% | +15.9% |
| YTD | +33.0% | -5.7% | +38.7% | +37.6% |
| 1Y | -9.3% | +3.9% | -13.2% | -11.4% |
| 3Y | +38.7% | +64.7% | -26.0% | +5.8% |
| 5Y | +967.2% | -2.6% | +969.7% | +898.7% |
| All | +967.2% | -1.1% | +968.3% | +898.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling