+44.6%
SMCI vs GPN
-27.4%
+72.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -4.3% | +5.6% | +2.2% |
| 30D | +6.6% | 0.0% | +6.6% | +6.5% |
| 3M | +25.4% | +35.8% | -10.4% | +14.9% |
| 6M | +26.1% | +22.0% | +4.1% | +19.2% |
| YTD | +37.0% | +15.2% | +21.8% | +30.5% |
| 1Y | -8.8% | +3.5% | -12.2% | -10.9% |
| 3Y | +44.6% | -26.9% | +71.5% | +99.6% |
| All | +44.6% | -27.4% | +72.0% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 3y: compounded portfolio wealth divided by compounded GPN 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…
3y analysis · Full analysis span regression · 6 months rolling