+921.6%
SMCI vs HAL
+102.8%
+818.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -3.1% |
| 7D | -1.3% | -3.3% | +2.0% | -0.3% |
| 30D | +18.3% | +7.2% | +11.1% | +15.6% |
| 3M | +27.7% | -8.8% | +36.5% | +30.7% |
| 6M | +17.6% | +3.0% | +14.6% | +15.3% |
| YTD | +27.7% | +29.4% | -1.7% | +16.0% |
| 1Y | -14.9% | +62.8% | -77.7% | -28.7% |
| 3Y | +33.2% | -6.4% | +39.6% | +25.9% |
| 5Y | +921.6% | +103.6% | +818.0% | +670.5% |
| All | +921.6% | +102.8% | +818.8% | +670.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling