+967.2%
SMCI vs ARWR
+25.7%
+941.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.5% |
| 7D | +5.2% | -3.2% | +8.4% | +6.1% |
| 30D | +23.7% | -6.5% | +30.2% | +25.7% |
| 3M | -4.2% | +12.7% | -16.9% | -6.9% |
| 6M | +21.7% | +36.2% | -14.5% | +12.8% |
| YTD | +33.0% | +24.5% | +8.5% | +25.0% |
| 1Y | -9.3% | +198.0% | -207.3% | -32.5% |
| 3Y | +38.7% | +176.4% | -137.6% | -4.8% |
| 5Y | +967.2% | +26.6% | +940.6% | +749.2% |
| All | +967.2% | +25.7% | +941.5% | +749.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling