+921.6%
SMCI vs EIX
+22.7%
+898.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.7% |
| 7D | -1.3% | +0.8% | -2.1% | -1.4% |
| 30D | +18.3% | -18.8% | +37.1% | +22.5% |
| 3M | +27.7% | -19.7% | +47.4% | +32.5% |
| 6M | +17.6% | -18.2% | +35.8% | +21.3% |
| YTD | +27.7% | -1.7% | +29.5% | +25.6% |
| 1Y | -14.9% | +7.8% | -22.6% | -18.5% |
| 3Y | +33.2% | -5.6% | +38.8% | +30.4% |
| 5Y | +921.6% | +23.7% | +897.9% | +821.5% |
| All | +921.6% | +22.7% | +898.9% | +821.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling