+4,344.1%
SMCI vs ELV
+514.8%
+3,829.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.9% |
| 7D | +5.2% | -2.2% | +7.4% | +6.0% |
| 30D | +23.7% | -0.2% | +23.9% | +23.8% |
| 3M | -4.2% | -6.1% | +1.9% | -2.1% |
| 6M | +21.7% | +42.8% | -21.1% | +6.3% |
| YTD | +33.0% | +14.4% | +18.6% | +24.7% |
| 1Y | -9.3% | +28.6% | -37.9% | -18.9% |
| 3Y | +38.7% | -7.4% | +46.1% | +32.6% |
| 5Y | +967.2% | +14.5% | +952.7% | +804.4% |
| 10Y | +1,745.9% | +257.4% | +1,488.5% | +806.7% |
| All | +4,344.1% | +514.8% | +3,829.3% | +1,244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling