+2,981.1%
SMCI vs ARWR
+9.7%
+2,971.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.5% | -6.8% | -10.8% |
| 7D | -0.3% | -17.9% | +17.6% | +1.9% |
| 30D | -30.9% | -18.9% | -12.0% | -29.2% |
| 3M | -28.2% | -46.0% | +17.7% | -23.1% |
| 6M | -17.7% | -40.3% | +22.7% | -12.6% |
| YTD | -7.8% | -29.0% | +21.2% | -4.3% |
| 1Y | -28.8% | +13.8% | -42.6% | -30.2% |
| 3Y | +1.5% | +74.9% | -73.4% | -8.3% |
| 5Y | +517.8% | -36.2% | +554.0% | +498.4% |
| 10Y | +958.4% | +1,028.0% | -69.6% | +638.3% |
| All | +2,981.1% | +9.7% | +2,971.4% | +2,146.4% |
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 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