+1,745.9%
SMCI vs GS
+640.6%
+1,105.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -2.8% |
| 7D | +5.2% | +2.4% | +2.8% | +3.6% |
| 30D | +23.7% | -0.1% | +23.8% | +23.9% |
| 3M | -4.2% | +0.2% | -4.4% | -3.3% |
| 6M | +21.7% | +24.8% | -3.1% | +8.1% |
| YTD | +33.0% | +18.8% | +14.2% | +21.2% |
| 1Y | -9.3% | +37.3% | -46.6% | -24.6% |
| 3Y | +38.7% | +237.9% | -199.2% | -33.9% |
| 5Y | +967.2% | +187.0% | +780.1% | +451.2% |
| 10Y | +1,745.9% | +650.5% | +1,095.4% | +475.2% |
| All | +1,745.9% | +640.6% | +1,105.3% | +475.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling