+980.0%
SMCI vs EWJ
+50.5%
+929.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +3.8% |
| 7D | +1.3% | +0.3% | +1.0% | +1.0% |
| 30D | +6.6% | +0.8% | +5.8% | +5.7% |
| 3M | +25.4% | +7.5% | +17.9% | +13.5% |
| 6M | +26.1% | +15.6% | +10.6% | +8.0% |
| YTD | +37.0% | +22.7% | +14.3% | +8.2% |
| 1Y | -8.8% | +26.4% | -35.2% | -30.4% |
| 3Y | +44.6% | +72.5% | -27.9% | -31.9% |
| All | +980.0% | +50.5% | +929.4% | +485.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling