+4,344.1%
SMCI vs ETR
+345.8%
+3,998.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.1% | -2.8% |
| 7D | +5.2% | +0.4% | +4.8% | +5.1% |
| 30D | +23.7% | +2.0% | +21.7% | +22.7% |
| 3M | -4.2% | -1.7% | -2.5% | -3.4% |
| 6M | +21.7% | +3.6% | +18.2% | +19.7% |
| YTD | +33.0% | +18.0% | +15.0% | +23.7% |
| 1Y | -9.3% | +26.2% | -35.5% | -18.0% |
| 3Y | +38.7% | +148.0% | -109.3% | -9.0% |
| 5Y | +967.2% | +126.1% | +841.1% | +613.2% |
| 10Y | +1,745.9% | +302.3% | +1,443.6% | +796.0% |
| All | +4,344.1% | +345.8% | +3,998.3% | +1,442.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling