+4,167.1%
SMCI vs DHR
+1,312.9%
+2,854.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.0% |
| 7D | -1.3% | -5.0% | +3.7% | +1.1% |
| 30D | +18.3% | -3.3% | +21.6% | +19.9% |
| 3M | +27.7% | +9.4% | +18.3% | +19.9% |
| 6M | +17.6% | +3.2% | +14.4% | +13.7% |
| YTD | +27.7% | -12.0% | +39.7% | +33.6% |
| 1Y | -14.9% | +4.9% | -19.8% | -18.9% |
| 3Y | +33.2% | -7.4% | +40.5% | +32.8% |
| 5Y | +921.6% | -29.8% | +951.3% | +1,038.2% |
| 10Y | +1,672.4% | +209.1% | +1,463.3% | +838.2% |
| All | +4,167.1% | +1,312.9% | +2,854.2% | +532.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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