+1,504.2%
SMCI vs AMC
-97.6%
+1,601.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.3% |
| 7D | -6.6% | +3.5% | -10.1% | -6.7% |
| 30D | -24.9% | +12.5% | -37.4% | -25.2% |
| 3M | -31.4% | +23.6% | -55.0% | -32.0% |
| 6M | -16.0% | +144.4% | -160.4% | -19.2% |
| YTD | -8.2% | +108.3% | -116.5% | -11.2% |
| 1Y | -23.4% | +38.9% | -62.3% | -25.0% |
| 3Y | +5.0% | -58.9% | +63.9% | +4.6% |
| 5Y | +515.0% | -99.2% | +614.2% | +549.9% |
| 10Y | +953.7% | -98.8% | +1,052.5% | +1,167.3% |
| All | +1,504.2% | -97.6% | +1,601.8% | +1,183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling