+1,770.3%
SMCI vs ETR
+296.9%
+1,473.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | -1.8% | +3.1% | +1.9% |
| 30D | +6.6% | -1.8% | +8.4% | +7.2% |
| 3M | +25.4% | -3.6% | +29.0% | +27.3% |
| 6M | +26.1% | +2.6% | +23.5% | +24.8% |
| YTD | +37.0% | +16.0% | +21.0% | +30.2% |
| 1Y | -8.8% | +20.1% | -28.9% | -14.2% |
| 3Y | +44.6% | +143.6% | -99.0% | +5.7% |
| 5Y | +995.9% | +124.4% | +871.6% | +711.9% |
| All | +1,770.3% | +296.9% | +1,473.5% | +1,296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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