+4,495.9%
SMCI vs DIA
+554.5%
+3,941.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +3.1% |
| 7D | +9.7% | +0.1% | +9.6% | +9.5% |
| 30D | +29.3% | -2.1% | +31.4% | +32.6% |
| 3M | -8.5% | +4.2% | -12.6% | -11.9% |
| 6M | +28.6% | +11.9% | +16.7% | +15.5% |
| YTD | +37.5% | +10.8% | +26.7% | +25.8% |
| 1Y | +0.5% | +17.5% | -17.0% | -13.9% |
| 3Y | +43.4% | +59.9% | -16.5% | -12.4% |
| 5Y | +1,008.2% | +64.1% | +944.0% | +575.4% |
| 10Y | +1,776.0% | +246.2% | +1,529.8% | +398.3% |
| All | +4,495.9% | +554.5% | +3,941.4% | +473.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling