+44.6%
SMCI vs GM
+166.7%
-122.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.6% |
| 7D | +1.3% | -2.4% | +3.7% | +2.6% |
| 30D | +6.6% | -1.1% | +7.7% | +7.1% |
| 3M | +25.4% | +6.1% | +19.3% | +20.4% |
| 6M | +26.1% | +15.0% | +11.2% | +18.4% |
| YTD | +37.0% | +6.0% | +31.0% | +33.3% |
| 1Y | -8.8% | +47.1% | -55.9% | -24.8% |
| 3Y | +44.6% | +170.5% | -125.9% | -17.4% |
| All | +44.6% | +166.7% | -122.1% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling