+921.6%
SMCI vs GLW
+376.9%
+544.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -2.0% |
| 7D | -1.3% | +11.7% | -13.0% | -8.1% |
| 30D | +18.3% | +2.7% | +15.6% | +15.6% |
| 3M | +27.7% | -2.8% | +30.5% | +20.1% |
| 6M | +17.6% | +20.2% | -2.6% | -4.9% |
| YTD | +27.7% | +87.3% | -59.6% | -28.8% |
| 1Y | -14.9% | +119.6% | -134.5% | -58.4% |
| 3Y | +33.2% | +453.7% | -420.5% | -67.4% |
| 5Y | +921.6% | +376.1% | +545.5% | +176.0% |
| All | +921.6% | +376.9% | +544.7% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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