+586.8%
SMCI vs DIS
-24.2%
+611.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.4% | +9.1% | +9.3% |
| 7D | +2.8% | +0.6% | +2.2% | +2.5% |
| 30D | -23.9% | +10.3% | -34.2% | -28.3% |
| 3M | -3.7% | +15.6% | -19.3% | -12.4% |
| 6M | -9.2% | +15.1% | -24.4% | -17.9% |
| YTD | +4.0% | +6.0% | -2.0% | -1.2% |
| 1Y | -21.6% | +5.7% | -27.3% | -25.5% |
| 3Y | +14.4% | +39.8% | -25.4% | -11.5% |
| 5Y | +586.8% | -23.9% | +610.6% | +648.0% |
| All | +586.8% | -24.2% | +611.0% | +648.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling