+1,770.3%
SMCI vs GPC
+86.4%
+1,684.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.6% | +7.4% |
| 7D | +1.3% | -3.2% | +4.5% | +2.8% |
| 30D | +6.6% | +0.5% | +6.1% | +6.2% |
| 3M | +25.4% | +31.7% | -6.3% | +7.1% |
| 6M | +26.1% | +24.7% | +1.4% | +11.6% |
| YTD | +37.0% | +11.8% | +25.2% | +27.0% |
| 1Y | -8.8% | -3.0% | -5.8% | -9.7% |
| 3Y | +44.6% | -1.1% | +45.7% | +35.2% |
| 5Y | +995.9% | +30.5% | +965.4% | +770.9% |
| All | +1,770.3% | +86.4% | +1,684.0% | +1,099.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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