+4,419.4%
SMCI vs EXC
+86.2%
+4,333.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +5.0% |
| 7D | +6.8% | +0.3% | +6.5% | +6.6% |
| 30D | +30.6% | -3.7% | +34.3% | +32.4% |
| 3M | -15.6% | -1.3% | -14.3% | -15.7% |
| 6M | +21.3% | -9.7% | +31.0% | +25.6% |
| YTD | +35.3% | +2.9% | +32.4% | +32.5% |
| 1Y | -2.7% | +4.4% | -7.1% | -5.4% |
| 3Y | +40.3% | +22.2% | +18.1% | +21.3% |
| 5Y | +941.8% | +46.7% | +895.1% | +704.7% |
| 10Y | +1,687.4% | +155.3% | +1,532.0% | +916.2% |
| All | +4,419.4% | +86.2% | +4,333.2% | +2,127.9% |
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