+4,495.9%
SMCI vs EAT
+886.3%
+3,609.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.0% | +2.5% |
| 7D | +9.7% | -4.9% | +14.6% | +11.0% |
| 30D | +29.3% | -1.2% | +30.5% | +29.7% |
| 3M | -8.5% | +52.2% | -60.7% | -17.9% |
| 6M | +28.6% | +65.0% | -36.5% | +12.2% |
| YTD | +37.5% | +55.0% | -17.5% | +21.4% |
| 1Y | +0.5% | +42.1% | -41.5% | -10.4% |
| 3Y | +43.4% | +614.7% | -571.3% | -17.4% |
| 5Y | +1,008.2% | +322.7% | +685.4% | +587.5% |
| 10Y | +1,776.0% | +382.0% | +1,394.0% | +845.2% |
| All | +4,495.9% | +886.3% | +3,609.6% | +1,333.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling