+980.0%
SMCI vs ELV
+25.1%
+954.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | +3.2% | -1.9% | +1.0% |
| 30D | +6.6% | +5.4% | +1.3% | +6.2% |
| 3M | +25.4% | +5.4% | +20.1% | +24.9% |
| 6M | +26.1% | +45.7% | -19.6% | +23.1% |
| YTD | +37.0% | +21.2% | +15.8% | +34.9% |
| 1Y | -8.8% | +35.6% | -44.4% | -10.5% |
| 3Y | +44.6% | -2.0% | +46.6% | +42.9% |
| All | +980.0% | +25.1% | +954.9% | +886.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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