+2,168.2%
SMCI vs AMCR
+96.6%
+2,071.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -1.3% | -5.0% | +3.7% | +0.1% |
| 30D | +18.3% | -8.0% | +26.3% | +20.7% |
| 3M | +27.7% | +14.3% | +13.4% | +22.1% |
| 6M | +17.6% | +5.3% | +12.3% | +15.2% |
| YTD | +27.7% | +7.7% | +20.0% | +24.2% |
| 1Y | -14.9% | +10.8% | -25.7% | -18.0% |
| 3Y | +33.2% | +9.6% | +23.6% | +26.0% |
| 5Y | +921.6% | -10.2% | +931.8% | +923.0% |
| 10Y | +1,672.4% | +16.5% | +1,655.9% | +1,483.0% |
| All | +2,168.2% | +96.6% | +2,071.6% | +1,873.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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