+1,776.0%
SMCI vs GD
+189.7%
+1,586.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +9.7% | -3.5% | +13.1% | +11.6% |
| 30D | +29.3% | -9.0% | +38.4% | +35.4% |
| 3M | -8.5% | +5.1% | -13.6% | -11.0% |
| 6M | +28.6% | -1.0% | +29.6% | +28.5% |
| YTD | +37.5% | +7.3% | +30.2% | +31.4% |
| 1Y | +0.5% | +12.4% | -11.9% | -6.2% |
| 3Y | +43.4% | +73.7% | -30.2% | -1.1% |
| 5Y | +1,008.2% | +93.8% | +914.4% | +609.6% |
| 10Y | +1,776.0% | +190.6% | +1,585.5% | +724.9% |
| All | +1,776.0% | +189.7% | +1,586.4% | +724.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling