+2,104.0%
SMCI vs CG
+313.7%
+1,790.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -2.8% |
| 7D | -1.3% | -9.8% | +8.5% | +4.0% |
| 30D | +18.3% | -10.3% | +28.6% | +24.7% |
| 3M | +27.7% | -1.7% | +29.4% | +27.9% |
| 6M | +17.6% | -9.8% | +27.4% | +23.6% |
| YTD | +27.7% | -25.6% | +53.3% | +47.4% |
| 1Y | -14.9% | -32.5% | +17.6% | +2.4% |
| 3Y | +33.2% | +45.6% | -12.5% | +8.4% |
| 5Y | +921.6% | +3.7% | +917.9% | +845.2% |
| 10Y | +1,672.4% | +321.1% | +1,351.3% | +860.2% |
| All | +2,104.0% | +313.7% | +1,790.3% | +1,100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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