+481.4%
SMCI vs DECK
+25.8%
+455.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.5% | -7.0% | -7.8% |
| 7D | -21.3% | +6.0% | -27.4% | -23.8% |
| 30D | -37.7% | +7.4% | -45.1% | -40.2% |
| 3M | -10.7% | -11.7% | +1.0% | -6.4% |
| 6M | -2.7% | -11.0% | +8.3% | +1.0% |
| YTD | -7.5% | -15.4% | +7.9% | -3.0% |
| 1Y | -35.6% | +7.2% | -42.8% | -40.4% |
| 3Y | +6.2% | -11.8% | +18.0% | +0.5% |
| 5Y | +481.4% | +24.3% | +457.0% | +306.5% |
| All | +481.4% | +25.8% | +455.6% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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