+967.2%
SMCI vs CASY
+234.8%
+732.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -14.2% | +10.9% | -0.4% |
| 7D | +5.2% | -16.5% | +21.7% | +8.9% |
| 30D | +23.7% | -26.4% | +50.1% | +31.2% |
| 3M | -4.2% | -17.3% | +13.1% | -3.4% |
| 6M | +21.7% | -5.2% | +26.9% | +14.9% |
| YTD | +33.0% | +14.1% | +18.9% | +16.0% |
| 1Y | -9.3% | +16.6% | -25.9% | -22.1% |
| 3Y | +38.7% | +163.7% | -125.0% | -22.1% |
| 5Y | +967.2% | +231.3% | +735.9% | +420.4% |
| All | +967.2% | +234.8% | +732.3% | +420.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 5y: compounded portfolio wealth divided by compounded CASY 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…
5y analysis · Full analysis span regression · 6 months rolling