+950.2%
SMCI vs DIS
+31.5%
+918.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.2% | -10.1% | -10.7% |
| 7D | -0.3% | +0.9% | -1.2% | -0.7% |
| 30D | -30.9% | +8.9% | -39.8% | -34.1% |
| 3M | -28.2% | +14.5% | -42.8% | -33.7% |
| 6M | -17.7% | +12.2% | -29.9% | -23.7% |
| YTD | -7.8% | +4.7% | -12.5% | -11.3% |
| 1Y | -28.8% | +2.8% | -31.6% | -30.9% |
| 3Y | +1.5% | +38.1% | -36.7% | -17.0% |
| 5Y | +517.8% | -23.6% | +541.4% | +563.4% |
| All | +950.2% | +31.5% | +918.7% | +725.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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