+4,419.4%
SMCI vs CI
+554.2%
+3,865.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +5.0% |
| 7D | +6.8% | +1.3% | +5.5% | +6.3% |
| 30D | +30.6% | +4.4% | +26.1% | +28.7% |
| 3M | -15.6% | +0.7% | -16.2% | -16.3% |
| 6M | +21.3% | +0.3% | +20.9% | +19.8% |
| YTD | +35.3% | +3.8% | +31.4% | +31.7% |
| 1Y | -2.7% | -5.5% | +2.8% | -3.3% |
| 3Y | +40.3% | +8.1% | +32.2% | +25.5% |
| 5Y | +941.8% | +42.8% | +899.0% | +724.7% |
| 10Y | +1,687.4% | +143.9% | +1,543.5% | +1,005.6% |
| All | +4,419.4% | +554.2% | +3,865.2% | +1,265.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling