+4,495.9%
SMCI vs DRI
+938.6%
+3,557.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.3% |
| 7D | +9.7% | -1.2% | +10.9% | +10.1% |
| 30D | +29.3% | -0.4% | +29.7% | +29.3% |
| 3M | -8.5% | +9.5% | -18.0% | -12.0% |
| 6M | +28.6% | +6.5% | +22.1% | +24.7% |
| YTD | +37.5% | +18.4% | +19.1% | +28.2% |
| 1Y | +0.5% | +4.2% | -3.7% | -2.5% |
| 3Y | +43.4% | +57.1% | -13.6% | +17.6% |
| 5Y | +1,008.2% | +70.4% | +937.8% | +774.9% |
| 10Y | +1,776.0% | +354.0% | +1,422.0% | +819.5% |
| All | +4,495.9% | +938.6% | +3,557.3% | +1,273.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling