+980.0%
SMCI vs ET
+241.8%
+738.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.8% |
| 7D | +1.3% | +0.2% | +1.1% | +1.1% |
| 30D | +6.6% | +2.9% | +3.8% | +4.7% |
| 3M | +25.4% | +16.8% | +8.6% | +14.0% |
| 6M | +26.1% | +18.9% | +7.3% | +11.9% |
| YTD | +37.0% | +37.7% | -0.7% | +9.6% |
| 1Y | -8.8% | +32.4% | -41.2% | -25.1% |
| 3Y | +44.6% | +99.5% | -54.9% | -2.0% |
| All | +980.0% | +241.8% | +738.2% | +504.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling