+967.2%
SMCI vs EXR
-13.9%
+981.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.3% |
| 7D | +5.2% | -3.1% | +8.3% | +6.5% |
| 30D | +23.7% | -7.5% | +31.3% | +27.7% |
| 3M | -4.2% | -7.5% | +3.3% | -2.0% |
| 6M | +21.7% | -5.2% | +26.9% | +23.8% |
| YTD | +33.0% | +6.5% | +26.5% | +29.5% |
| 1Y | -9.3% | -2.0% | -7.3% | -9.1% |
| 3Y | +38.7% | +21.5% | +17.2% | +27.0% |
| 5Y | +967.2% | -11.5% | +978.7% | +1,074.9% |
| All | +967.2% | -13.9% | +981.0% | +1,074.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling