+1,643.5%
SMCI vs ARWR
+1,080.6%
+562.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.0% |
| 7D | -1.3% | -4.3% | +3.0% | -0.6% |
| 30D | +18.3% | -7.3% | +25.6% | +19.6% |
| 3M | +27.7% | +17.0% | +10.7% | +24.7% |
| 6M | +17.6% | +39.8% | -22.2% | +11.9% |
| YTD | +27.7% | +24.7% | +3.1% | +23.1% |
| 1Y | -14.9% | +186.5% | -201.3% | -28.2% |
| 3Y | +33.2% | +176.8% | -143.6% | +7.2% |
| 5Y | +921.6% | +29.3% | +892.3% | +768.5% |
| All | +1,643.5% | +1,080.6% | +562.9% | +1,159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling