+523.6%
SMCI vs GEN
+33.3%
+490.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.0% |
| 7D | -6.6% | +2.0% | -8.6% | -6.9% |
| 30D | -24.9% | +27.7% | -52.6% | -29.6% |
| 3M | -31.4% | +3.3% | -34.6% | -32.4% |
| 6M | -16.0% | +31.8% | -47.8% | -24.2% |
| YTD | -8.2% | +13.5% | -21.7% | -13.3% |
| 1Y | -23.4% | +16.0% | -39.5% | -28.4% |
| 3Y | +5.0% | +70.6% | -65.5% | -14.6% |
| All | +523.6% | +33.3% | +490.3% | +432.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling