+4,419.4%
SMCI vs DIS
+278.2%
+4,141.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +5.5% |
| 7D | +6.8% | -2.6% | +9.4% | +8.3% |
| 30D | +30.6% | +3.5% | +27.1% | +27.4% |
| 3M | -15.6% | +6.8% | -22.4% | -19.8% |
| 6M | +21.3% | +3.0% | +18.3% | +18.3% |
| YTD | +35.3% | -6.7% | +42.0% | +39.2% |
| 1Y | -2.7% | -10.1% | +7.4% | +1.9% |
| 3Y | +40.3% | +33.0% | +7.3% | +14.7% |
| 5Y | +941.8% | -40.0% | +981.8% | +1,223.3% |
| 10Y | +1,687.4% | +21.1% | +1,666.3% | +1,254.2% |
| All | +4,419.4% | +278.2% | +4,141.3% | +1,296.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling