+1,770.3%
SMCI vs EEM
+133.3%
+1,637.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +5.7% |
| 7D | +1.3% | -1.3% | +2.5% | +3.0% |
| 30D | +6.6% | +2.1% | +4.5% | +4.3% |
| 3M | +25.4% | +1.0% | +24.4% | +25.9% |
| 6M | +26.1% | +15.9% | +10.2% | +13.0% |
| YTD | +37.0% | +24.6% | +12.4% | +13.2% |
| 1Y | -8.8% | +32.3% | -41.0% | -28.9% |
| 3Y | +44.6% | +85.9% | -41.3% | -16.4% |
| 5Y | +995.9% | +45.4% | +950.6% | +693.2% |
| All | +1,770.3% | +133.3% | +1,637.1% | +876.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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