+4,495.9%
SMCI vs CTSH
+202.9%
+4,293.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +3.5% |
| 7D | +9.7% | -5.5% | +15.1% | +12.5% |
| 30D | +29.3% | +4.5% | +24.8% | +26.1% |
| 3M | -8.5% | +13.7% | -22.2% | -17.4% |
| 6M | +28.6% | -8.4% | +37.0% | +28.3% |
| YTD | +37.5% | -26.5% | +64.0% | +52.6% |
| 1Y | +0.5% | -13.9% | +14.5% | +2.1% |
| 3Y | +43.4% | -11.3% | +54.8% | +42.2% |
| 5Y | +1,008.2% | -14.8% | +1,023.0% | +1,016.9% |
| 10Y | +1,776.0% | +22.5% | +1,753.5% | +1,392.9% |
| All | +4,495.9% | +202.9% | +4,293.0% | +1,708.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling