+1,770.3%
SMCI vs EMR
+284.0%
+1,486.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +5.3% |
| 7D | +1.3% | -0.4% | +1.7% | +1.7% |
| 30D | +6.6% | -6.8% | +13.4% | +12.3% |
| 3M | +25.4% | +7.5% | +18.0% | +18.6% |
| 6M | +26.1% | +9.9% | +16.3% | +20.4% |
| YTD | +37.0% | +16.0% | +21.0% | +25.8% |
| 1Y | -8.8% | +12.4% | -21.2% | -14.2% |
| 3Y | +44.6% | +60.2% | -15.6% | +10.0% |
| 5Y | +995.9% | +67.9% | +928.1% | +704.8% |
| All | +1,770.3% | +284.0% | +1,486.3% | +747.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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