+980.0%
SMCI vs CHD
+20.9%
+959.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -4.5% | +5.8% | +0.4% |
| 30D | +6.6% | -6.7% | +13.3% | +5.3% |
| 3M | +25.4% | -2.7% | +28.2% | +25.2% |
| 6M | +26.1% | -4.9% | +31.1% | +25.7% |
| YTD | +37.0% | +13.3% | +23.7% | +39.7% |
| 1Y | -8.8% | +1.0% | -9.8% | -8.2% |
| 3Y | +44.6% | +1.3% | +43.3% | +42.2% |
| All | +980.0% | +20.9% | +959.1% | +988.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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