+1,643.5%
SMCI vs EQT
+52.9%
+1,590.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.1% |
| 7D | -1.3% | -1.2% | -0.1% | -1.1% |
| 30D | +18.3% | +1.1% | +17.2% | +18.0% |
| 3M | +27.7% | +4.8% | +22.9% | +26.6% |
| 6M | +17.6% | -10.6% | +28.2% | +19.7% |
| YTD | +27.7% | +3.4% | +24.3% | +26.5% |
| 1Y | -14.9% | +8.7% | -23.5% | -16.5% |
| 3Y | +33.2% | +35.0% | -1.8% | +25.2% |
| 5Y | +921.6% | +204.2% | +717.3% | +741.8% |
| All | +1,643.5% | +52.9% | +1,590.6% | +1,462.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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