+1,770.3%
SMCI vs CAH
+294.8%
+1,475.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.4% |
| 7D | +1.3% | -5.1% | +6.4% | +2.3% |
| 30D | +6.6% | +0.2% | +6.4% | +6.5% |
| 3M | +25.4% | +6.3% | +19.1% | +23.3% |
| 6M | +26.1% | +9.4% | +16.7% | +22.9% |
| YTD | +37.0% | +15.0% | +22.0% | +30.9% |
| 1Y | -8.8% | +55.4% | -64.2% | -20.3% |
| 3Y | +44.6% | +173.8% | -129.2% | +4.2% |
| 5Y | +995.9% | +395.2% | +600.7% | +535.5% |
| All | +1,770.3% | +294.8% | +1,475.5% | +936.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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