+921.6%
SMCI vs GE
+415.9%
+505.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | -1.3% | -2.8% | +1.5% | +1.0% |
| 30D | +18.3% | -11.9% | +30.2% | +30.1% |
| 3M | +27.7% | +1.8% | +25.9% | +24.6% |
| 6M | +17.6% | -0.6% | +18.2% | +17.4% |
| YTD | +27.7% | +5.5% | +22.2% | +21.3% |
| 1Y | -14.9% | +15.0% | -29.8% | -24.6% |
| 3Y | +33.2% | +269.5% | -236.3% | -52.6% |
| 5Y | +921.6% | +422.4% | +499.2% | +162.2% |
| All | +921.6% | +415.9% | +505.7% | +162.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling