+4,167.1%
SMCI vs DLTR
+853.1%
+3,314.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -1.3% | -9.4% | +8.2% | +1.0% |
| 30D | +18.3% | -7.3% | +25.6% | +20.1% |
| 3M | +27.7% | +7.6% | +20.1% | +24.6% |
| 6M | +17.6% | +1.6% | +16.0% | +15.9% |
| YTD | +27.7% | -3.5% | +31.2% | +27.3% |
| 1Y | -14.9% | +20.0% | -34.9% | -19.8% |
| 3Y | +33.2% | +2.3% | +30.9% | +25.3% |
| 5Y | +921.6% | +31.5% | +890.1% | +738.3% |
| 10Y | +1,672.4% | +45.4% | +1,627.0% | +1,219.8% |
| All | +4,167.1% | +853.1% | +3,314.0% | +1,666.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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