+4,041.5%
SMCI vs DG
+560.3%
+3,481.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -2.8% |
| 7D | +5.2% | -4.8% | +10.0% | +6.2% |
| 30D | +23.7% | +1.8% | +22.0% | +23.2% |
| 3M | -4.2% | +14.5% | -18.7% | -7.4% |
| 6M | +21.7% | -13.6% | +35.3% | +24.1% |
| YTD | +33.0% | -4.8% | +37.8% | +32.8% |
| 1Y | -9.3% | +21.6% | -30.9% | -14.3% |
| 3Y | +38.7% | +4.5% | +34.2% | +28.5% |
| 5Y | +967.2% | -38.5% | +1,005.6% | +1,021.0% |
| 10Y | +1,745.9% | +102.2% | +1,643.7% | +1,197.6% |
| All | +4,041.5% | +560.3% | +3,481.2% | +1,741.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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