+921.6%
SMCI vs CIFR
+21.7%
+899.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.7% | +1.7% | -3.2% |
| 7D | -1.3% | -8.2% | +6.9% | -0.1% |
| 30D | +18.3% | -7.4% | +25.7% | +19.1% |
| 3M | +27.7% | -24.2% | +51.9% | +30.7% |
| 6M | +17.6% | +14.2% | +3.4% | +14.2% |
| YTD | +27.7% | +8.0% | +19.7% | +23.7% |
| 1Y | -14.9% | +55.5% | -70.4% | -23.0% |
| 3Y | +33.2% | +429.6% | -396.4% | -2.8% |
| 5Y | +921.6% | +20.8% | +900.8% | +602.7% |
| All | +921.6% | +21.7% | +899.9% | +602.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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