+4,495.9%
SMCI vs GEN
+379.4%
+4,116.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.7% |
| 7D | +9.7% | -0.7% | +10.4% | +9.9% |
| 30D | +29.3% | +2.6% | +26.7% | +27.8% |
| 3M | -8.5% | +15.8% | -24.3% | -14.4% |
| 6M | +28.6% | +33.1% | -4.6% | +13.1% |
| YTD | +37.5% | +11.3% | +26.2% | +29.3% |
| 1Y | +0.5% | +1.7% | -1.1% | -2.5% |
| 3Y | +43.4% | +58.1% | -14.7% | +15.9% |
| 5Y | +1,008.2% | +20.6% | +987.5% | +860.2% |
| 10Y | +1,776.0% | +149.0% | +1,627.1% | +983.6% |
| All | +4,495.9% | +379.4% | +4,116.5% | +1,734.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling