+1,660.3%
SMCI vs ELF
+303.8%
+1,356.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +6.9% |
| 7D | +1.3% | -11.6% | +12.9% | +5.0% |
| 30D | +6.6% | +4.6% | +2.0% | +4.8% |
| 3M | +25.4% | +59.7% | -34.3% | +7.3% |
| 6M | +26.1% | +21.2% | +4.9% | +16.0% |
| YTD | +37.0% | +27.4% | +9.6% | +23.1% |
| 1Y | -8.8% | -29.8% | +21.1% | -4.5% |
| 3Y | +44.6% | -28.5% | +73.1% | +40.3% |
| 5Y | +995.9% | +220.0% | +775.9% | +613.1% |
| All | +1,660.3% | +303.8% | +1,356.5% | +872.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 ELF 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