+1,770.3%
SMCI vs EXR
+151.8%
+1,618.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.9% |
| 7D | +1.3% | -1.2% | +2.4% | +1.8% |
| 30D | +6.6% | -6.2% | +12.8% | +9.4% |
| 3M | +25.4% | -7.4% | +32.8% | +28.4% |
| 6M | +26.1% | -0.5% | +26.7% | +26.2% |
| YTD | +37.0% | +8.1% | +28.9% | +32.8% |
| 1Y | -8.8% | -2.9% | -5.9% | -8.1% |
| 3Y | +44.6% | +22.9% | +21.6% | +31.5% |
| 5Y | +995.9% | -10.2% | +1,006.1% | +997.9% |
| All | +1,770.3% | +151.8% | +1,618.5% | +1,162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EXR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling