+4,495.9%
SMCI vs EIX
+140.9%
+4,355.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | -0.1% |
| 7D | +9.7% | +0.9% | +8.8% | +9.1% |
| 30D | +29.3% | -13.5% | +42.9% | +33.9% |
| 3M | -8.5% | -15.3% | +6.8% | -4.7% |
| 6M | +28.6% | -15.3% | +43.9% | +33.9% |
| YTD | +37.5% | +2.7% | +34.8% | +31.6% |
| 1Y | +0.5% | +17.4% | -16.9% | -9.7% |
| 3Y | +43.4% | -1.3% | +44.8% | +35.0% |
| 5Y | +1,008.2% | +27.2% | +981.0% | +798.7% |
| 10Y | +1,776.0% | +22.7% | +1,753.3% | +1,307.1% |
| All | +4,495.9% | +140.9% | +4,355.0% | +1,304.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling