+4,495.9%
SMCI vs DLR
+915.3%
+3,580.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.4% |
| 7D | +9.7% | +3.4% | +6.3% | +7.9% |
| 30D | +29.3% | -2.2% | +31.5% | +31.2% |
| 3M | -8.5% | +4.7% | -13.2% | -10.2% |
| 6M | +28.6% | +9.0% | +19.6% | +25.4% |
| YTD | +37.5% | +24.1% | +13.4% | +26.5% |
| 1Y | +0.5% | +20.9% | -20.4% | -6.3% |
| 3Y | +43.4% | +60.0% | -16.6% | +23.7% |
| 5Y | +1,008.2% | +35.3% | +972.9% | +894.7% |
| 10Y | +1,776.0% | +165.8% | +1,610.3% | +1,141.3% |
| All | +4,495.9% | +915.3% | +3,580.6% | +1,488.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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