+1,770.3%
SMCI vs ARWR
+1,081.9%
+688.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -4.0% | +5.3% | +2.0% |
| 30D | +6.6% | -5.0% | +11.7% | +7.5% |
| 3M | +25.4% | +11.3% | +14.1% | +23.3% |
| 6M | +26.1% | +42.6% | -16.5% | +19.7% |
| YTD | +37.0% | +24.8% | +12.2% | +32.0% |
| 1Y | -8.8% | +178.8% | -187.5% | -22.7% |
| 3Y | +44.6% | +183.3% | -138.7% | +16.1% |
| 5Y | +995.9% | +29.5% | +966.5% | +831.6% |
| All | +1,770.3% | +1,081.9% | +688.5% | +1,250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling