+1,643.5%
SMCI vs DELL
+4,468.3%
-2,824.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.4% | -0.9% |
| 7D | -1.3% | -1.9% | +0.6% | -0.2% |
| 30D | +18.3% | +14.9% | +3.4% | +8.7% |
| 3M | +27.7% | +37.2% | -9.5% | +5.7% |
| 6M | +17.6% | +254.0% | -236.4% | -44.1% |
| YTD | +27.7% | +306.1% | -278.4% | -44.7% |
| 1Y | -14.9% | +312.3% | -327.1% | -63.4% |
| 3Y | +33.2% | +654.0% | -620.8% | -58.3% |
| 5Y | +921.6% | +1,055.3% | -133.7% | +160.3% |
| 10Y | +1,672.4% | +3,948.9% | -2,276.5% | +205.2% |
| All | +1,643.5% | +4,468.3% | -2,824.8% | +204.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling