+1,770.3%
SMCI vs ENB
+92.6%
+1,677.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.2% | +7.7% |
| 7D | +1.3% | -4.7% | +5.9% | +3.4% |
| 30D | +6.6% | -5.9% | +12.5% | +9.4% |
| 3M | +25.4% | -14.2% | +39.7% | +33.9% |
| 6M | +26.1% | -8.6% | +34.7% | +30.4% |
| YTD | +37.0% | +3.9% | +33.1% | +33.4% |
| 1Y | -8.8% | +1.8% | -10.6% | -10.5% |
| 3Y | +44.6% | +68.5% | -23.9% | +7.6% |
| 5Y | +995.9% | +62.4% | +933.5% | +734.5% |
| All | +1,770.3% | +92.6% | +1,677.8% | +1,135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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