+1,745.9%
SMCI vs EXPD
+316.4%
+1,429.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -4.1% |
| 7D | +5.2% | +1.2% | +4.1% | +4.5% |
| 30D | +23.7% | +5.2% | +18.5% | +20.4% |
| 3M | -4.2% | +13.2% | -17.4% | -10.7% |
| 6M | +21.7% | +30.3% | -8.6% | +3.3% |
| YTD | +33.0% | +27.0% | +6.0% | +13.7% |
| 1Y | -9.3% | +57.3% | -66.6% | -33.4% |
| 3Y | +38.7% | +70.0% | -31.3% | -6.7% |
| 5Y | +967.2% | +61.6% | +905.6% | +637.0% |
| 10Y | +1,745.9% | +321.1% | +1,424.8% | +636.5% |
| All | +1,745.9% | +316.4% | +1,429.5% | +636.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling