+978.2%
SMCI vs GD
+97.9%
+880.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.1% |
| 7D | +6.8% | -5.3% | +12.0% | +8.4% |
| 30D | +30.6% | -6.4% | +37.0% | +33.0% |
| 3M | -15.6% | +5.7% | -21.3% | -17.1% |
| 6M | +21.3% | -0.9% | +22.2% | +21.8% |
| YTD | +35.3% | +8.2% | +27.1% | +32.1% |
| 1Y | -2.7% | +13.4% | -16.2% | -6.2% |
| 3Y | +40.3% | +68.5% | -28.2% | +9.9% |
| All | +978.2% | +97.9% | +880.2% | +714.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling