+1,745.9%
SMCI vs AXP
+461.7%
+1,284.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.6% |
| 7D | +5.2% | -2.5% | +7.7% | +6.6% |
| 30D | +23.7% | -5.0% | +28.8% | +27.2% |
| 3M | -4.2% | +1.4% | -5.6% | -5.3% |
| 6M | +21.7% | +6.0% | +15.7% | +17.6% |
| YTD | +33.0% | -12.3% | +45.3% | +42.0% |
| 1Y | -9.3% | +0.3% | -9.6% | -10.5% |
| 3Y | +38.7% | +111.7% | -72.9% | -9.1% |
| 5Y | +967.2% | +114.5% | +852.6% | +586.8% |
| 10Y | +1,745.9% | +467.1% | +1,278.8% | +711.5% |
| All | +1,745.9% | +461.7% | +1,284.2% | +711.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AXP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling