+1,770.3%
SMCI vs AZO
+296.8%
+1,473.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.3% |
| 7D | +1.3% | -3.6% | +4.9% | +2.4% |
| 30D | +6.6% | -5.6% | +12.2% | +8.3% |
| 3M | +25.4% | -6.6% | +32.1% | +26.8% |
| 6M | +26.1% | -22.5% | +48.7% | +35.1% |
| YTD | +37.0% | -15.2% | +52.2% | +42.1% |
| 1Y | -8.8% | -33.9% | +25.2% | +2.5% |
| 3Y | +44.6% | +11.8% | +32.8% | +26.7% |
| 5Y | +995.9% | +85.5% | +910.4% | +638.2% |
| All | +1,770.3% | +296.8% | +1,473.5% | +808.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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