+1,770.3%
SMCI vs GE
+151.5%
+1,618.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.4% |
| 7D | +1.3% | -4.0% | +5.3% | +3.4% |
| 30D | +6.6% | -11.4% | +18.0% | +13.1% |
| 3M | +25.4% | -2.6% | +28.0% | +26.5% |
| 6M | +26.1% | -0.3% | +26.5% | +26.6% |
| YTD | +37.0% | +5.4% | +31.6% | +33.8% |
| 1Y | -8.8% | +15.5% | -24.3% | -14.8% |
| 3Y | +44.6% | +260.8% | -216.2% | -17.6% |
| 5Y | +995.9% | +421.6% | +574.3% | +434.9% |
| All | +1,770.3% | +151.5% | +1,618.8% | +960.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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