+3,183.1%
SMCI vs GD
+611.9%
+2,571.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.6% |
| 7D | -12.7% | -5.0% | -7.7% | -9.9% |
| 30D | -36.0% | +8.9% | -44.9% | -39.6% |
| 3M | -2.1% | -8.0% | +5.9% | +2.2% |
| 6M | -17.0% | +2.9% | -19.9% | -19.5% |
| YTD | -1.7% | +7.1% | -8.8% | -7.7% |
| 1Y | -28.7% | +5.9% | -34.6% | -32.6% |
| 3Y | +13.9% | +53.9% | -40.0% | -19.0% |
| 5Y | +517.4% | +95.4% | +422.0% | +268.9% |
| 10Y | +1,204.3% | +193.5% | +1,010.8% | +455.7% |
| All | +3,183.1% | +611.9% | +2,571.2% | +643.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling