+523.6%
SMCI vs EXR
-1.8%
+525.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -6.6% | -0.4% | -6.1% | -6.4% |
| 30D | -24.9% | +18.2% | -43.1% | -30.2% |
| 3M | -31.4% | +7.3% | -38.7% | -33.6% |
| 6M | -16.0% | +13.8% | -29.9% | -21.7% |
| YTD | -8.2% | +25.9% | -34.1% | -17.1% |
| 1Y | -23.4% | +25.8% | -49.2% | -30.9% |
| 3Y | +5.0% | +53.7% | -48.7% | -13.4% |
| All | +523.6% | -1.8% | +525.3% | +525.2% |
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