+978.2%
SMCI vs CF
+227.0%
+751.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.8% | +4.7% |
| 7D | +6.8% | +6.0% | +0.8% | +6.5% |
| 30D | +30.6% | +14.8% | +15.7% | +29.7% |
| 3M | -15.6% | +14.1% | -29.6% | -16.1% |
| 6M | +21.3% | +28.5% | -7.3% | +16.4% |
| YTD | +35.3% | +74.9% | -39.7% | +23.9% |
| 1Y | -2.7% | +61.7% | -64.4% | -10.0% |
| 3Y | +40.3% | +80.3% | -40.0% | +26.0% |
| All | +978.2% | +227.0% | +751.2% | +714.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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