+1,643.5%
SMCI vs D
+38.3%
+1,605.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -1.3% | -1.6% | +0.3% | -1.1% |
| 30D | +18.3% | -3.5% | +21.8% | +18.9% |
| 3M | +27.7% | -1.6% | +29.3% | +28.0% |
| 6M | +17.6% | +5.8% | +11.8% | +16.6% |
| YTD | +27.7% | +14.5% | +13.2% | +25.4% |
| 1Y | -14.9% | +14.2% | -29.0% | -16.5% |
| 3Y | +33.2% | +59.0% | -25.8% | +19.1% |
| 5Y | +921.6% | +5.4% | +916.2% | +927.3% |
| All | +1,643.5% | +38.3% | +1,605.2% | +1,621.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling