+4,419.4%
SMCI vs C
-59.8%
+4,479.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +6.8% | +3.6% | +3.1% | +5.6% |
| 30D | +30.6% | +0.1% | +30.5% | +30.7% |
| 3M | -15.6% | +2.4% | -18.0% | -15.8% |
| 6M | +21.3% | +24.9% | -3.7% | +13.8% |
| YTD | +35.3% | +19.8% | +15.5% | +28.7% |
| 1Y | -2.7% | +44.9% | -47.6% | -12.7% |
| 3Y | +40.3% | +263.0% | -222.7% | -4.1% |
| 5Y | +941.8% | +129.5% | +812.3% | +709.6% |
| 10Y | +1,687.4% | +291.6% | +1,395.8% | +1,066.9% |
| All | +4,419.4% | -59.8% | +4,479.2% | +4,136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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