+2,989.7%
SMCI vs GH
+486.6%
+2,503.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.5% |
| 7D | +5.2% | -0.2% | +5.4% | +5.2% |
| 30D | +23.7% | -2.6% | +26.4% | +24.3% |
| 3M | -4.2% | +25.1% | -29.3% | -9.4% |
| 6M | +21.7% | +78.5% | -56.8% | +7.2% |
| YTD | +33.0% | +59.4% | -26.4% | +19.3% |
| 1Y | -9.3% | +173.9% | -183.2% | -27.9% |
| 3Y | +38.7% | +382.7% | -344.0% | -4.8% |
| 5Y | +967.2% | +24.4% | +942.8% | +728.4% |
| All | +2,989.7% | +486.6% | +2,503.1% | +2,094.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling