+4,419.4%
SMCI vs GPC
+420.7%
+3,998.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +3.9% |
| 7D | +6.8% | +1.2% | +5.6% | +6.0% |
| 30D | +30.6% | +6.0% | +24.6% | +26.0% |
| 3M | -15.6% | +42.6% | -58.2% | -33.6% |
| 6M | +21.3% | +22.8% | -1.5% | +5.4% |
| YTD | +35.3% | +15.5% | +19.8% | +20.9% |
| 1Y | -2.7% | +2.0% | -4.8% | -6.9% |
| 3Y | +40.3% | -1.4% | +41.7% | +29.2% |
| 5Y | +941.8% | +30.6% | +911.2% | +685.7% |
| 10Y | +1,687.4% | +80.6% | +1,606.7% | +912.9% |
| All | +4,419.4% | +420.7% | +3,998.7% | +927.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling