+1,770.3%
SMCI vs DAR
+366.1%
+1,404.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.9% | +9.2% | +8.0% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +6.6% | +2.6% | +4.0% | +5.3% |
| 3M | +25.4% | +14.2% | +11.2% | +19.2% |
| 6M | +26.1% | +17.2% | +9.0% | +18.5% |
| YTD | +37.0% | +80.9% | -43.9% | +9.8% |
| 1Y | -8.8% | +104.0% | -112.7% | -31.0% |
| 3Y | +44.6% | +3.6% | +41.0% | +34.8% |
| 5Y | +995.9% | -7.8% | +1,003.7% | +939.0% |
| All | +1,770.3% | +366.1% | +1,404.3% | +745.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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