+967.2%
SMCI vs EXC
+46.0%
+921.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.4% |
| 7D | +5.2% | +0.3% | +4.9% | +5.3% |
| 30D | +23.7% | -0.9% | +24.6% | +23.6% |
| 3M | -4.2% | -2.7% | -1.5% | -4.5% |
| 6M | +21.7% | -9.4% | +31.1% | +20.3% |
| YTD | +33.0% | +3.0% | +30.0% | +34.4% |
| 1Y | -9.3% | +5.1% | -14.4% | -7.9% |
| 3Y | +38.7% | +20.6% | +18.1% | +42.8% |
| 5Y | +967.2% | +45.7% | +921.4% | +1,012.5% |
| All | +967.2% | +46.0% | +921.2% | +1,012.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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