+2,919.6%
SMCI vs GNRC
+2,082.9%
+836.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.3% | +6.2% |
| 7D | +1.3% | -0.2% | +1.5% | +1.5% |
| 30D | +6.6% | -15.7% | +22.4% | +13.6% |
| 3M | +25.4% | -27.3% | +52.8% | +41.5% |
| 6M | +26.1% | -12.1% | +38.2% | +33.9% |
| YTD | +37.0% | +37.1% | -0.1% | +22.5% |
| 1Y | -8.8% | -0.5% | -8.3% | -9.1% |
| 3Y | +44.6% | +61.5% | -16.9% | +20.8% |
| 5Y | +995.9% | -58.6% | +1,054.5% | +1,201.1% |
| 10Y | +1,801.4% | +446.3% | +1,355.1% | +818.6% |
| All | +2,919.6% | +2,082.9% | +836.7% | +844.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling