+4,344.1%
SMCI vs EEM
+164.6%
+4,179.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | +5.2% | +2.0% | +3.2% | +3.7% |
| 30D | +23.7% | +5.1% | +18.7% | +19.4% |
| 3M | -4.2% | +4.6% | -8.8% | -5.7% |
| 6M | +21.7% | +17.8% | +4.0% | +12.7% |
| YTD | +33.0% | +25.8% | +7.2% | +17.5% |
| 1Y | -9.3% | +36.4% | -45.7% | -24.1% |
| 3Y | +38.7% | +90.0% | -51.3% | -4.0% |
| 5Y | +967.2% | +46.6% | +920.6% | +786.8% |
| 10Y | +1,745.9% | +132.3% | +1,613.6% | +1,058.6% |
| All | +4,344.1% | +164.6% | +4,179.5% | +1,962.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling