+4,344.1%
SMCI vs EVRG
+549.9%
+3,794.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.8% |
| 7D | +5.2% | +0.6% | +4.7% | +5.0% |
| 30D | +23.7% | -0.2% | +24.0% | +23.9% |
| 3M | -4.2% | -0.5% | -3.8% | -4.2% |
| 6M | +21.7% | +0.2% | +21.6% | +21.4% |
| YTD | +33.0% | +14.9% | +18.1% | +24.3% |
| 1Y | -9.3% | +18.2% | -27.5% | -16.4% |
| 3Y | +38.7% | +70.2% | -31.5% | +4.2% |
| 5Y | +967.2% | +45.3% | +921.8% | +749.3% |
| 10Y | +1,745.9% | +112.4% | +1,633.5% | +993.4% |
| All | +4,344.1% | +549.9% | +3,794.1% | +1,089.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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