+2,967.4%
SMCI vs EXC
+97.3%
+2,870.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -6.6% | +1.4% | -8.0% | -7.1% |
| 30D | -24.9% | +8.6% | -33.5% | -27.6% |
| 3M | -31.4% | +2.4% | -33.8% | -32.4% |
| 6M | -16.0% | +6.5% | -22.5% | -18.9% |
| YTD | -8.2% | +9.0% | -17.2% | -12.5% |
| 1Y | -23.4% | +4.6% | -28.0% | -25.8% |
| 3Y | +5.0% | +33.5% | -28.4% | -12.6% |
| 5Y | +515.0% | +41.4% | +473.6% | +385.2% |
| 10Y | +953.7% | +204.3% | +749.4% | +453.7% |
| All | +2,967.4% | +97.3% | +2,870.0% | +1,371.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling