+921.6%
SMCI vs ENB
+61.9%
+859.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.1% | -2.8% |
| 7D | -1.3% | -4.6% | +3.3% | +0.2% |
| 30D | +18.3% | -5.2% | +23.5% | +20.3% |
| 3M | +27.7% | -13.4% | +41.1% | +33.6% |
| 6M | +17.6% | -7.8% | +25.4% | +20.1% |
| YTD | +27.7% | +4.9% | +22.8% | +24.4% |
| 1Y | -14.9% | +3.2% | -18.1% | -16.8% |
| 3Y | +33.2% | +71.0% | -37.8% | -2.0% |
| 5Y | +921.6% | +64.0% | +857.6% | +732.2% |
| All | +921.6% | +61.9% | +859.7% | +732.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling