+534.2%
SMCI vs AMC
-99.1%
+633.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -3.0% |
| 7D | -11.5% | +5.5% | -17.0% | -12.0% |
| 30D | -33.6% | +16.1% | -49.7% | -34.6% |
| 3M | -11.7% | +43.0% | -54.6% | -14.7% |
| 6M | -21.4% | +130.7% | -152.1% | -28.8% |
| YTD | -5.1% | +121.8% | -126.9% | -13.9% |
| 1Y | -30.9% | +40.7% | -71.5% | -35.1% |
| 3Y | +4.5% | -56.8% | +61.3% | +3.3% |
| 5Y | +534.2% | -99.1% | +633.3% | +647.4% |
| All | +534.2% | -99.1% | +633.3% | +647.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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