+4,344.1%
SMCI vs CHD
+884.8%
+3,459.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.8% |
| 7D | +5.2% | -4.2% | +9.4% | +6.7% |
| 30D | +23.7% | -7.6% | +31.3% | +26.9% |
| 3M | -4.2% | -1.6% | -2.6% | -4.6% |
| 6M | +21.7% | -6.3% | +28.0% | +23.0% |
| YTD | +33.0% | +14.6% | +18.4% | +24.1% |
| 1Y | -9.3% | +1.6% | -10.9% | -11.8% |
| 3Y | +38.7% | +3.1% | +35.6% | +27.7% |
| 5Y | +967.2% | +21.1% | +946.1% | +780.3% |
| 10Y | +1,745.9% | +128.6% | +1,617.3% | +883.7% |
| All | +4,344.1% | +884.8% | +3,459.3% | +858.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling