+1,643.5%
SMCI vs DRI
+348.7%
+1,294.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | -1.3% | -4.8% | +3.5% | +0.2% |
| 30D | +18.3% | -5.2% | +23.5% | +20.1% |
| 3M | +27.7% | +2.7% | +25.0% | +26.1% |
| 6M | +17.6% | +3.6% | +14.0% | +15.4% |
| YTD | +27.7% | +15.4% | +12.3% | +21.0% |
| 1Y | -14.9% | +1.3% | -16.1% | -16.3% |
| 3Y | +33.2% | +53.1% | -19.9% | +12.3% |
| 5Y | +921.6% | +64.6% | +857.0% | +734.1% |
| All | +1,643.5% | +348.7% | +1,294.7% | +831.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling