+4,477.6%
SMCI vs AU
+197.4%
+4,280.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | -4.3% | +5.6% | +1.9% |
| 30D | +6.6% | +7.3% | -0.7% | +5.5% |
| 3M | +25.4% | +26.3% | -0.9% | +21.2% |
| 6M | +26.1% | +1.8% | +24.4% | +26.1% |
| YTD | +37.0% | +26.8% | +10.2% | +33.1% |
| 1Y | -8.8% | +66.7% | -75.4% | -14.3% |
| 3Y | +44.6% | +579.1% | -534.5% | +13.7% |
| 5Y | +995.9% | +689.3% | +306.6% | +727.1% |
| 10Y | +1,801.4% | +686.6% | +1,114.8% | +1,248.2% |
| All | +4,477.6% | +197.4% | +4,280.2% | +3,136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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