+1,770.3%
SMCI vs GM
+240.0%
+1,530.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.6% |
| 7D | +1.3% | -2.4% | +3.7% | +2.4% |
| 30D | +6.6% | -1.1% | +7.7% | +7.0% |
| 3M | +25.4% | +6.1% | +19.3% | +21.5% |
| 6M | +26.1% | +15.0% | +11.2% | +19.7% |
| YTD | +37.0% | +6.0% | +31.0% | +34.6% |
| 1Y | -8.8% | +47.1% | -55.9% | -24.0% |
| 3Y | +44.6% | +170.5% | -125.9% | -11.4% |
| 5Y | +995.9% | +80.5% | +915.4% | +681.9% |
| All | +1,770.3% | +240.0% | +1,530.3% | +853.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 10y: compounded portfolio wealth divided by compounded GM 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…
10y analysis · Full analysis span regression · 6 months rolling