+980.0%
SMCI vs DHI
+61.2%
+918.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.5% |
| 7D | +1.3% | -3.4% | +4.7% | +2.9% |
| 30D | +6.6% | -5.4% | +12.1% | +9.1% |
| 3M | +25.4% | -10.4% | +35.9% | +30.5% |
| 6M | +26.1% | -2.8% | +28.9% | +27.4% |
| YTD | +37.0% | -3.4% | +40.4% | +37.4% |
| 1Y | -8.8% | -22.9% | +14.1% | +0.5% |
| 3Y | +44.6% | +20.7% | +23.9% | +17.6% |
| All | +980.0% | +61.2% | +918.8% | +600.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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