+967.2%
SMCI vs HAS
+10.8%
+956.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.6% |
| 7D | +5.2% | -4.8% | +10.1% | +7.7% |
| 30D | +23.7% | -5.1% | +28.9% | +26.6% |
| 3M | -4.2% | +6.4% | -10.6% | -7.4% |
| 6M | +21.7% | -5.6% | +27.4% | +23.2% |
| YTD | +33.0% | +11.0% | +22.0% | +23.1% |
| 1Y | -9.3% | +16.8% | -26.1% | -18.8% |
| 3Y | +38.7% | +44.0% | -5.3% | +6.6% |
| 5Y | +967.2% | +11.0% | +956.2% | +921.6% |
| All | +967.2% | +10.8% | +956.4% | +921.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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