+4,419.4%
SMCI vs DAR
+884.7%
+3,534.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.8% |
| 7D | +6.8% | +1.4% | +5.4% | +6.2% |
| 30D | +30.6% | +12.8% | +17.8% | +24.7% |
| 3M | -15.6% | +7.4% | -22.9% | -18.1% |
| 6M | +21.3% | +22.3% | -1.0% | +12.2% |
| YTD | +35.3% | +81.1% | -45.8% | +8.7% |
| 1Y | -2.7% | +106.5% | -109.2% | -26.5% |
| 3Y | +40.3% | +5.3% | +35.0% | +28.7% |
| 5Y | +941.8% | -11.5% | +953.4% | +893.0% |
| 10Y | +1,687.4% | +353.3% | +1,334.0% | +773.8% |
| All | +4,419.4% | +884.7% | +3,534.7% | +1,607.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling