+4,344.1%
SMCI vs GE
+199.2%
+4,144.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -1.8% |
| 7D | +5.2% | -1.2% | +6.5% | +5.9% |
| 30D | +23.7% | -11.3% | +35.0% | +31.5% |
| 3M | -4.2% | -1.4% | -2.8% | -3.3% |
| 6M | +21.7% | +1.2% | +20.5% | +21.3% |
| YTD | +33.0% | +5.9% | +27.1% | +29.3% |
| 1Y | -9.3% | +18.4% | -27.7% | -16.8% |
| 3Y | +38.7% | +271.0% | -232.3% | -27.5% |
| 5Y | +967.2% | +417.9% | +549.2% | +372.7% |
| 10Y | +1,745.9% | +152.0% | +1,593.9% | +952.7% |
| All | +4,344.1% | +199.2% | +4,144.9% | +1,969.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling