+1,770.3%
SMCI vs EIX
+19.9%
+1,750.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.7% |
| 7D | +1.3% | -1.4% | +2.6% | +1.7% |
| 30D | +6.6% | -19.3% | +25.9% | +12.0% |
| 3M | +25.4% | -21.7% | +47.1% | +32.8% |
| 6M | +26.1% | -19.8% | +46.0% | +32.4% |
| YTD | +37.0% | -3.0% | +40.0% | +34.9% |
| 1Y | -8.8% | +5.1% | -13.9% | -12.9% |
| 3Y | +44.6% | -7.0% | +51.6% | +41.0% |
| 5Y | +995.9% | +22.0% | +973.9% | +845.1% |
| All | +1,770.3% | +19.9% | +1,750.5% | +1,367.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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