+3,453.2%
SMCI vs GM
+232.1%
+3,221.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -5.4% |
| 7D | -1.3% | -1.1% | -0.2% | -0.9% |
| 30D | +18.3% | -3.4% | +21.7% | +19.9% |
| 3M | +27.7% | +8.7% | +19.0% | +22.3% |
| 6M | +17.6% | +15.4% | +2.2% | +11.2% |
| YTD | +27.7% | +6.6% | +21.1% | +25.1% |
| 1Y | -14.9% | +51.5% | -66.4% | -30.6% |
| 3Y | +33.2% | +169.3% | -136.2% | -20.1% |
| 5Y | +921.6% | +81.6% | +840.0% | +618.0% |
| 10Y | +1,672.4% | +240.7% | +1,431.7% | +707.9% |
| All | +3,453.2% | +232.1% | +3,221.1% | +1,181.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling