+1,062.8%
SMCI vs AXP
+435.0%
+627.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.6% | -2.7% |
| 7D | -11.5% | -0.6% | -10.8% | -11.2% |
| 30D | -33.6% | +5.0% | -38.6% | -35.5% |
| 3M | -11.7% | -4.2% | -7.4% | -9.9% |
| 6M | -21.4% | +2.9% | -24.4% | -23.3% |
| YTD | -5.1% | -11.6% | +6.5% | +0.5% |
| 1Y | -30.9% | -11.1% | -19.8% | -27.0% |
| 3Y | +4.5% | +116.7% | -112.3% | -33.1% |
| 5Y | +534.2% | +89.6% | +444.6% | +330.4% |
| 10Y | +1,062.8% | +428.4% | +634.4% | +368.5% |
| All | +1,062.8% | +435.0% | +627.7% | +368.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling