+4,495.9%
SMCI vs EXEL
+488.5%
+4,007.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.1% |
| 7D | +9.7% | +1.4% | +8.3% | +9.4% |
| 30D | +29.3% | +6.7% | +22.7% | +27.7% |
| 3M | -8.5% | +11.5% | -19.9% | -10.5% |
| 6M | +28.6% | +38.8% | -10.2% | +20.9% |
| YTD | +37.5% | +31.6% | +6.0% | +30.4% |
| 1Y | +0.5% | +53.0% | -52.5% | -7.9% |
| 3Y | +43.4% | +160.8% | -117.4% | +14.3% |
| 5Y | +1,008.2% | +190.1% | +818.1% | +749.8% |
| 10Y | +1,776.0% | +367.0% | +1,409.1% | +1,090.3% |
| All | +4,495.9% | +488.5% | +4,007.4% | +1,442.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling