+980.0%
SMCI vs EAT
+313.1%
+666.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.5% |
| 7D | +1.3% | -7.7% | +9.0% | +3.1% |
| 30D | +6.6% | -13.6% | +20.2% | +9.8% |
| 3M | +25.4% | +33.9% | -8.4% | +16.6% |
| 6M | +26.1% | +47.2% | -21.1% | +14.3% |
| YTD | +37.0% | +48.1% | -11.1% | +23.4% |
| 1Y | -8.8% | +33.7% | -42.4% | -16.4% |
| 3Y | +44.6% | +595.8% | -551.2% | -13.3% |
| All | +980.0% | +313.1% | +666.9% | +558.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling