+523.6%
SMCI vs CTSH
-16.1%
+539.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -6.6% | -2.1% | -4.4% | -5.9% |
| 30D | -24.9% | +1.4% | -26.3% | -25.9% |
| 3M | -31.4% | +7.5% | -38.8% | -34.4% |
| 6M | -16.0% | +39.6% | -55.6% | -30.7% |
| YTD | -8.2% | -22.3% | +14.1% | +6.4% |
| 1Y | -23.4% | -12.0% | -11.5% | -18.5% |
| 3Y | +5.0% | +1.8% | +3.2% | -2.2% |
| All | +523.6% | -16.1% | +539.7% | +614.7% |
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