+1,770.3%
SMCI vs HAL
+4.5%
+1,765.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.5% |
| 7D | +1.3% | -3.3% | +4.6% | +2.3% |
| 30D | +6.6% | +8.2% | -1.5% | +4.0% |
| 3M | +25.4% | -9.4% | +34.9% | +28.5% |
| 6M | +26.1% | +0.6% | +25.5% | +24.7% |
| YTD | +37.0% | +28.6% | +8.4% | +25.3% |
| 1Y | -8.8% | +63.9% | -72.7% | -23.0% |
| 3Y | +44.6% | -7.1% | +51.7% | +41.1% |
| 5Y | +995.9% | +102.3% | +893.6% | +717.2% |
| All | +1,770.3% | +4.5% | +1,765.8% | +1,173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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