+980.0%
SMCI vs EXE
+97.7%
+882.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.4% | +7.9% |
| 7D | +1.3% | -3.1% | +4.4% | +2.2% |
| 30D | +6.6% | -0.9% | +7.5% | +6.7% |
| 3M | +25.4% | +9.6% | +15.9% | +21.7% |
| 6M | +26.1% | -11.6% | +37.7% | +30.0% |
| YTD | +37.0% | -12.6% | +49.6% | +41.2% |
| 1Y | -8.8% | +1.2% | -9.9% | -10.2% |
| 3Y | +44.6% | +18.0% | +26.6% | +36.1% |
| All | +980.0% | +97.7% | +882.3% | +809.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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