+3,183.1%
SMCI vs GS
+474.0%
+2,709.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | -12.7% | -3.2% | -9.5% | -11.3% |
| 30D | -36.0% | -2.4% | -33.6% | -35.1% |
| 3M | -2.1% | -15.7% | +13.6% | +7.4% |
| 6M | -17.0% | -6.8% | -10.3% | -12.3% |
| YTD | -1.7% | -0.1% | -1.7% | +0.3% |
| 1Y | -28.7% | +12.1% | -40.8% | -31.2% |
| 3Y | +13.9% | +185.8% | -171.9% | -30.7% |
| 5Y | +517.4% | +140.1% | +377.3% | +308.9% |
| 10Y | +1,204.3% | +505.2% | +699.1% | +447.9% |
| All | +3,183.1% | +474.0% | +2,709.1% | +1,036.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling