+5.0%
SMCI vs GEN
+67.9%
-62.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.9% |
| 7D | -6.6% | +2.0% | -8.6% | -6.8% |
| 30D | -24.9% | +27.7% | -52.6% | -28.8% |
| 3M | -31.4% | +3.3% | -34.6% | -31.8% |
| 6M | -16.0% | +31.8% | -47.8% | -23.8% |
| YTD | -8.2% | +13.5% | -21.7% | -11.9% |
| 1Y | -23.4% | +16.0% | -39.5% | -27.3% |
| 3Y | +5.0% | +70.6% | -65.5% | -33.0% |
| All | +5.0% | +67.9% | -62.9% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling