+1,770.3%
SMCI vs ET
+177.0%
+1,593.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.6% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | +2.9% | +3.8% | +5.4% |
| 3M | +25.4% | +16.8% | +8.6% | +18.0% |
| 6M | +26.1% | +18.9% | +7.3% | +17.1% |
| YTD | +37.0% | +37.7% | -0.7% | +19.8% |
| 1Y | -8.8% | +32.4% | -41.2% | -18.9% |
| 3Y | +44.6% | +99.5% | -54.9% | +12.9% |
| 5Y | +995.9% | +244.0% | +752.0% | +615.4% |
| All | +1,770.3% | +177.0% | +1,593.3% | +1,107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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