+921.6%
SMCI vs CTSH
-17.2%
+938.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -1.3% | -9.8% | +8.5% | +2.6% |
| 30D | +18.3% | +0.1% | +18.2% | +17.9% |
| 3M | +27.7% | +13.2% | +14.5% | +18.7% |
| 6M | +17.6% | -6.2% | +23.8% | +21.5% |
| YTD | +27.7% | -28.5% | +56.2% | +55.0% |
| 1Y | -14.9% | -13.8% | -1.1% | -9.5% |
| 3Y | +33.2% | -13.7% | +46.9% | +38.3% |
| 5Y | +921.6% | -16.7% | +938.3% | +1,072.6% |
| All | +921.6% | -17.2% | +938.8% | +1,072.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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