+980.0%
SMCI vs GNRC
-58.7%
+1,038.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.3% | +6.0% |
| 7D | +1.3% | -0.2% | +1.5% | +1.5% |
| 30D | +6.6% | -15.7% | +22.4% | +14.9% |
| 3M | +25.4% | -27.3% | +52.8% | +44.5% |
| 6M | +26.1% | -12.1% | +38.2% | +35.6% |
| YTD | +37.0% | +37.1% | -0.1% | +20.7% |
| 1Y | -8.8% | -0.5% | -8.3% | -8.9% |
| 3Y | +44.6% | +61.5% | -16.9% | +17.6% |
| All | +980.0% | -58.7% | +1,038.7% | +926.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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