+4,344.1%
SMCI vs EWT
+777.0%
+3,567.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | +5.2% | +2.1% | +3.1% | +3.3% |
| 30D | +23.7% | +9.4% | +14.4% | +14.8% |
| 3M | -4.2% | +10.9% | -15.1% | -10.3% |
| 6M | +21.7% | +57.9% | -36.2% | -13.1% |
| YTD | +33.0% | +75.9% | -42.9% | -13.1% |
| 1Y | -9.3% | +89.7% | -99.0% | -43.8% |
| 3Y | +38.7% | +200.9% | -162.2% | -35.6% |
| 5Y | +967.2% | +154.5% | +812.7% | +470.5% |
| 10Y | +1,745.9% | +520.8% | +1,225.1% | +457.2% |
| All | +4,344.1% | +777.0% | +3,567.0% | +822.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling