+980.0%
SMCI vs DELL
+1,152.3%
-172.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | -0.6% |
| 7D | +1.3% | +8.2% | -6.9% | -4.1% |
| 30D | +6.6% | +17.1% | -10.5% | -5.3% |
| 3M | +25.4% | +45.2% | -19.7% | -3.9% |
| 6M | +26.1% | +286.8% | -260.6% | -51.8% |
| YTD | +37.0% | +354.8% | -317.8% | -54.3% |
| 1Y | -8.8% | +358.3% | -367.0% | -69.8% |
| 3Y | +44.6% | +724.9% | -680.3% | -69.7% |
| All | +980.0% | +1,152.3% | -172.3% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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