+1,770.3%
SMCI vs EWJ
+144.4%
+1,625.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +4.3% |
| 7D | +1.3% | +0.3% | +1.0% | +1.1% |
| 30D | +6.6% | +0.8% | +5.8% | +5.8% |
| 3M | +25.4% | +7.5% | +17.9% | +15.2% |
| 6M | +26.1% | +15.6% | +10.6% | +10.5% |
| YTD | +37.0% | +22.7% | +14.3% | +11.9% |
| 1Y | -8.8% | +26.4% | -35.2% | -27.8% |
| 3Y | +44.6% | +72.5% | -27.9% | -22.6% |
| 5Y | +995.9% | +52.4% | +943.5% | +581.4% |
| All | +1,770.3% | +144.4% | +1,625.9% | +619.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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