+1,643.5%
SMCI vs CI
+144.3%
+1,499.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | +18.3% | +3.1% | +15.2% | +17.3% |
| 3M | +27.7% | -4.5% | +32.2% | +28.8% |
| 6M | +17.6% | +8.3% | +9.3% | +14.1% |
| YTD | +27.7% | +3.8% | +23.9% | +24.9% |
| 1Y | -14.9% | -5.0% | -9.9% | -15.3% |
| 3Y | +33.2% | +5.8% | +27.4% | +20.6% |
| 5Y | +921.6% | +50.6% | +871.0% | +679.0% |
| All | +1,643.5% | +144.3% | +1,499.2% | +1,012.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling