+921.6%
SMCI vs DIA
+61.6%
+860.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -2.9% |
| 7D | -1.3% | -3.0% | +1.7% | +4.2% |
| 30D | +18.3% | -3.0% | +21.3% | +24.8% |
| 3M | +27.7% | +4.5% | +23.2% | +18.6% |
| 6M | +17.6% | +9.8% | +7.8% | +3.8% |
| YTD | +27.7% | +9.3% | +18.4% | +14.6% |
| 1Y | -14.9% | +16.0% | -30.8% | -30.3% |
| 3Y | +33.2% | +57.7% | -24.6% | -33.1% |
| 5Y | +921.6% | +63.8% | +857.8% | +414.0% |
| All | +921.6% | +61.6% | +860.0% | +414.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling