+1,863.9%
SMCI vs DOW
-15.4%
+1,879.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.5% |
| 7D | +9.7% | -2.9% | +12.6% | +10.8% |
| 30D | +29.3% | +2.0% | +27.4% | +27.5% |
| 3M | -8.5% | -12.5% | +4.1% | -5.1% |
| 6M | +28.6% | -9.2% | +37.8% | +28.2% |
| YTD | +37.5% | +30.8% | +6.8% | +15.9% |
| 1Y | +0.5% | +29.4% | -28.8% | -16.3% |
| 3Y | +43.4% | -34.6% | +78.0% | +61.0% |
| 5Y | +1,008.2% | -35.9% | +1,044.1% | +1,147.6% |
| All | +1,863.9% | -15.4% | +1,879.3% | +1,530.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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