+4,495.9%
SMCI vs HAL
+60.6%
+4,435.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +9.7% | +0.5% | +9.2% | +9.5% |
| 30D | +29.3% | +15.9% | +13.4% | +22.2% |
| 3M | -8.5% | -8.7% | +0.2% | -6.1% |
| 6M | +28.6% | +9.0% | +19.5% | +23.1% |
| YTD | +37.5% | +32.0% | +5.5% | +22.3% |
| 1Y | +0.5% | +72.5% | -71.9% | -19.6% |
| 3Y | +43.4% | -4.5% | +48.0% | +38.8% |
| 5Y | +1,008.2% | +109.7% | +898.5% | +653.3% |
| 10Y | +1,776.0% | +1.2% | +1,774.8% | +1,272.1% |
| All | +4,495.9% | +60.6% | +4,435.3% | +1,729.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling