+967.2%
SMCI vs DIS
-42.0%
+1,009.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.8% |
| 7D | +5.2% | -3.5% | +8.7% | +7.4% |
| 30D | +23.7% | +1.0% | +22.8% | +22.6% |
| 3M | -4.2% | +5.7% | -9.9% | -8.4% |
| 6M | +21.7% | +3.3% | +18.5% | +18.6% |
| YTD | +33.0% | -7.7% | +40.7% | +37.8% |
| 1Y | -9.3% | -10.0% | +0.7% | -4.9% |
| 3Y | +38.7% | +31.7% | +7.0% | +11.9% |
| 5Y | +967.2% | -42.2% | +1,009.4% | +1,200.6% |
| All | +967.2% | -42.0% | +1,009.1% | +1,200.6% |
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