+980.0%
SMCI vs GH
+20.8%
+959.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.5% |
| 7D | +1.3% | -2.5% | +3.8% | +1.9% |
| 30D | +6.6% | -4.7% | +11.3% | +7.7% |
| 3M | +25.4% | +20.2% | +5.2% | +18.5% |
| 6M | +26.1% | +78.8% | -52.6% | +8.2% |
| YTD | +37.0% | +54.1% | -17.1% | +21.1% |
| 1Y | -8.8% | +177.1% | -185.8% | -31.2% |
| 3Y | +44.6% | +371.6% | -327.0% | -7.5% |
| All | +980.0% | +20.8% | +959.2% | +639.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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