+4,167.1%
SMCI vs EWZ
+79.1%
+4,088.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.6% |
| 7D | -1.3% | +1.1% | -2.4% | -1.8% |
| 30D | +18.3% | +13.5% | +4.8% | +11.7% |
| 3M | +27.7% | +15.2% | +12.5% | +20.1% |
| 6M | +17.6% | +3.7% | +13.9% | +17.6% |
| YTD | +27.7% | +22.5% | +5.2% | +18.6% |
| 1Y | -14.9% | +35.3% | -50.1% | -24.6% |
| 3Y | +33.2% | +50.2% | -17.0% | +11.9% |
| 5Y | +921.6% | +64.6% | +857.0% | +699.8% |
| 10Y | +1,672.4% | +95.0% | +1,577.4% | +1,067.4% |
| All | +4,167.1% | +79.1% | +4,088.0% | +2,135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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