+921.6%
SMCI vs EXPD
+61.4%
+860.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.3% |
| 7D | -1.3% | +1.2% | -2.5% | -2.0% |
| 30D | +18.3% | +6.8% | +11.5% | +14.0% |
| 3M | +27.7% | +14.9% | +12.8% | +17.6% |
| 6M | +17.6% | +34.6% | -17.0% | -2.5% |
| YTD | +27.7% | +27.7% | 0.0% | +8.5% |
| 1Y | -14.9% | +57.7% | -72.5% | -38.4% |
| 3Y | +33.2% | +70.9% | -37.7% | -14.7% |
| 5Y | +921.6% | +59.5% | +862.1% | +544.3% |
| All | +921.6% | +61.4% | +860.1% | +544.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling