+1,770.3%
SMCI vs DIA
+253.8%
+1,516.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.0% |
| 7D | +1.3% | -1.6% | +2.8% | +3.5% |
| 30D | +6.6% | -2.0% | +8.7% | +9.6% |
| 3M | +25.4% | +3.6% | +21.8% | +20.1% |
| 6M | +26.1% | +11.5% | +14.6% | +13.1% |
| YTD | +37.0% | +10.4% | +26.6% | +25.3% |
| 1Y | -8.8% | +15.6% | -24.3% | -20.9% |
| 3Y | +44.6% | +58.9% | -14.3% | -12.6% |
| 5Y | +995.9% | +65.3% | +930.6% | +549.6% |
| All | +1,770.3% | +253.8% | +1,516.5% | +351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling