+3,536.9%
SMCI vs ALM
+8,394.4%
-4,857.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.8% | -7.1% | +1.7% |
| 7D | +9.7% | +8.4% | +1.2% | +9.6% |
| 30D | +29.3% | +34.8% | -5.5% | +29.2% |
| 3M | -8.5% | +16.2% | -24.7% | -8.6% |
| 6M | +28.6% | +2.1% | +26.4% | +28.5% |
| YTD | +37.5% | +117.0% | -79.5% | +37.3% |
| 1Y | +0.5% | +313.9% | -313.3% | +0.3% |
| 3Y | +43.4% | +2,327.9% | -2,284.5% | +42.8% |
| 5Y | +1,008.2% | +1,040.6% | -32.5% | +1,002.9% |
| 10Y | +1,776.0% | +3,219.4% | -1,443.4% | +1,771.5% |
| All | +3,536.9% | +8,394.4% | -4,857.5% | +3,573.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ALM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling