+4,733.1%
SMCI vs EMB
+131.9%
+4,601.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +9.7% | +0.3% | +9.4% | +9.3% |
| 30D | +29.3% | -0.5% | +29.8% | +30.2% |
| 3M | -8.5% | +0.3% | -8.8% | -8.5% |
| 6M | +28.6% | +1.2% | +27.4% | +29.6% |
| YTD | +37.5% | +1.5% | +36.1% | +38.2% |
| 1Y | +0.5% | +4.8% | -4.3% | -2.3% |
| 3Y | +43.4% | +30.4% | +13.1% | +13.2% |
| 5Y | +1,008.2% | +7.3% | +1,000.9% | +959.6% |
| 10Y | +1,776.0% | +29.7% | +1,746.3% | +1,475.0% |
| All | +4,733.1% | +131.9% | +4,601.3% | +2,497.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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