+1,770.3%
SMCI vs EWT
+523.5%
+1,246.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.4% | +4.9% |
| 7D | +1.3% | -1.1% | +2.4% | +2.9% |
| 30D | +6.6% | +4.5% | +2.2% | +1.1% |
| 3M | +25.4% | +8.3% | +17.2% | +14.8% |
| 6M | +26.1% | +54.2% | -28.1% | -22.3% |
| YTD | +37.0% | +74.6% | -37.6% | -27.5% |
| 1Y | -8.8% | +84.9% | -93.7% | -54.6% |
| 3Y | +44.6% | +197.5% | -152.9% | -54.3% |
| 5Y | +995.9% | +150.6% | +845.3% | +315.1% |
| All | +1,770.3% | +523.5% | +1,246.8% | +259.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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