+4,167.1%
SMCI vs EQIX
+1,526.4%
+2,640.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.1% | -3.1% |
| 7D | -1.3% | -1.6% | +0.3% | -0.5% |
| 30D | +18.3% | -0.4% | +18.6% | +18.9% |
| 3M | +27.7% | -0.9% | +28.6% | +28.7% |
| 6M | +17.6% | +8.1% | +9.5% | +14.8% |
| YTD | +27.7% | +35.7% | -8.0% | +11.8% |
| 1Y | -14.9% | +34.0% | -48.8% | -25.0% |
| 3Y | +33.2% | +41.4% | -8.2% | +15.5% |
| 5Y | +921.6% | +34.0% | +887.6% | +787.0% |
| 10Y | +1,672.4% | +242.4% | +1,430.1% | +897.3% |
| All | +4,167.1% | +1,526.4% | +2,640.7% | +956.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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