+4,419.4%
SMCI vs GD
+619.1%
+3,800.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.6% |
| 7D | +6.8% | -5.3% | +12.0% | +10.2% |
| 30D | +30.6% | -6.4% | +37.0% | +35.7% |
| 3M | -15.6% | +5.7% | -21.3% | -18.9% |
| 6M | +21.3% | -0.9% | +22.2% | +20.8% |
| YTD | +35.3% | +8.2% | +27.1% | +27.2% |
| 1Y | -2.7% | +13.4% | -16.2% | -11.2% |
| 3Y | +40.3% | +68.5% | -28.2% | -6.1% |
| 5Y | +941.8% | +97.2% | +844.7% | +521.5% |
| 10Y | +1,687.4% | +190.2% | +1,497.2% | +674.2% |
| All | +4,419.4% | +619.1% | +3,800.3% | +924.6% |
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