+4,419.4%
SMCI vs ARWR
+100.8%
+4,318.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +6.8% | +1.7% | +5.1% | +6.6% |
| 30D | +30.6% | -0.7% | +31.2% | +30.6% |
| 3M | -15.6% | +14.9% | -30.5% | -16.7% |
| 6M | +21.3% | +32.6% | -11.4% | +17.6% |
| YTD | +35.3% | +30.0% | +5.2% | +31.1% |
| 1Y | -2.7% | +208.4% | -211.1% | -14.8% |
| 3Y | +40.3% | +208.8% | -168.5% | +18.7% |
| 5Y | +941.8% | +27.8% | +914.0% | +834.4% |
| 10Y | +1,687.4% | +1,107.6% | +579.8% | +1,106.0% |
| All | +4,419.4% | +100.8% | +4,318.6% | +2,977.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling