+4,419.4%
SMCI vs EW
+2,036.7%
+2,382.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +6.8% | -0.3% | +7.1% | +6.9% |
| 30D | +30.6% | +1.0% | +29.5% | +29.9% |
| 3M | -15.6% | +2.8% | -18.4% | -16.8% |
| 6M | +21.3% | +5.5% | +15.8% | +18.4% |
| YTD | +35.3% | +5.5% | +29.8% | +31.8% |
| 1Y | -2.7% | +11.0% | -13.8% | -7.3% |
| 3Y | +40.3% | +17.7% | +22.6% | +27.7% |
| 5Y | +941.8% | -25.7% | +967.6% | +996.8% |
| 10Y | +1,687.4% | +132.8% | +1,554.6% | +1,092.7% |
| All | +4,419.4% | +2,036.7% | +2,382.7% | +970.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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