+4,419.4%
SMCI vs GLW
+922.2%
+3,497.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.7% | -1.1% | +1.5% |
| 7D | +6.8% | +3.8% | +3.0% | +4.7% |
| 30D | +30.6% | -1.3% | +31.9% | +31.0% |
| 3M | -15.6% | -21.8% | +6.2% | -7.0% |
| 6M | +21.3% | +6.9% | +14.4% | +11.7% |
| YTD | +35.3% | +77.2% | -41.9% | -7.8% |
| 1Y | -2.7% | +123.2% | -126.0% | -41.7% |
| 3Y | +40.3% | +400.0% | -359.7% | -44.7% |
| 5Y | +941.8% | +342.8% | +599.0% | +333.4% |
| 10Y | +1,687.4% | +771.4% | +916.0% | +398.0% |
| All | +4,419.4% | +922.2% | +3,497.2% | +796.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling