+4,344.1%
SMCI vs GAP
+113.0%
+4,231.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.6% | +1.3% | -2.0% |
| 7D | +5.2% | -3.2% | +8.4% | +6.2% |
| 30D | +23.7% | -0.7% | +24.4% | +22.9% |
| 3M | -4.2% | -0.5% | -3.7% | -4.9% |
| 6M | +21.7% | -5.0% | +26.7% | +21.4% |
| YTD | +33.0% | -14.7% | +47.7% | +36.6% |
| 1Y | -9.3% | -8.6% | -0.7% | -9.7% |
| 3Y | +38.7% | +108.4% | -69.7% | +2.3% |
| 5Y | +967.2% | +5.8% | +961.4% | +794.4% |
| 10Y | +1,745.9% | +29.6% | +1,716.2% | +1,091.8% |
| All | +4,344.1% | +113.0% | +4,231.0% | +1,914.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 all: compounded portfolio wealth divided by compounded GAP 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…
all analysis · Full analysis span regression · 6 months rolling