+1,770.3%
SMCI vs EAT
+374.9%
+1,395.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.5% |
| 7D | +1.3% | -7.7% | +9.0% | +3.0% |
| 30D | +6.6% | -13.6% | +20.2% | +9.7% |
| 3M | +25.4% | +33.9% | -8.4% | +17.2% |
| 6M | +26.1% | +47.2% | -21.1% | +15.0% |
| YTD | +37.0% | +48.1% | -11.1% | +24.3% |
| 1Y | -8.8% | +33.7% | -42.4% | -16.2% |
| 3Y | +44.6% | +595.8% | -551.2% | -8.8% |
| 5Y | +995.9% | +314.4% | +681.6% | +631.8% |
| All | +1,770.3% | +374.9% | +1,395.4% | +974.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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