+921.6%
SMCI vs EXEL
+192.6%
+729.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.4% | -3.9% |
| 7D | -1.3% | -2.9% | +1.6% | -1.1% |
| 30D | +18.3% | +11.9% | +6.4% | +17.5% |
| 3M | +27.7% | +9.2% | +18.5% | +27.0% |
| 6M | +17.6% | +39.1% | -21.5% | +15.2% |
| YTD | +27.7% | +31.0% | -3.3% | +25.3% |
| 1Y | -14.9% | +52.3% | -67.2% | -16.7% |
| 3Y | +33.2% | +159.7% | -126.6% | +24.5% |
| 5Y | +921.6% | +187.7% | +733.9% | +708.8% |
| All | +921.6% | +192.6% | +729.0% | +708.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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