+4,419.4%
SMCI vs CASY
+3,463.5%
+955.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.7% |
| 7D | +6.8% | +0.1% | +6.7% | +6.7% |
| 30D | +30.6% | -11.3% | +41.9% | +36.2% |
| 3M | -15.6% | -0.6% | -14.9% | -19.7% |
| 6M | +21.3% | +10.7% | +10.5% | +9.9% |
| YTD | +35.3% | +37.1% | -1.9% | +11.8% |
| 1Y | -2.7% | +52.3% | -55.0% | -23.5% |
| 3Y | +40.3% | +215.2% | -174.9% | -21.6% |
| 5Y | +941.8% | +276.5% | +665.4% | +434.8% |
| 10Y | +1,687.4% | +508.4% | +1,179.0% | +609.2% |
| All | +4,419.4% | +3,463.5% | +955.9% | +607.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling