+1,093.3%
SMCI vs EXPD
+337.7%
+755.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.9% | +6.6% | +7.8% |
| 7D | +2.8% | -1.6% | +4.4% | +3.9% |
| 30D | -23.9% | +0.6% | -24.5% | -24.0% |
| 3M | -3.7% | +9.8% | -13.5% | -8.6% |
| 6M | -9.2% | +25.8% | -35.0% | -20.6% |
| YTD | +4.0% | +31.3% | -27.3% | -12.9% |
| 1Y | -21.6% | +40.9% | -62.6% | -37.3% |
| 3Y | +14.4% | +74.7% | -60.3% | -24.3% |
| 5Y | +586.8% | +62.9% | +523.9% | +372.3% |
| 10Y | +1,093.3% | +334.3% | +759.0% | +389.7% |
| All | +1,093.3% | +337.7% | +755.6% | +389.7% |
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