+3,072.4%
SMCI vs HAS
+655.3%
+2,417.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.6% | -3.1% |
| 7D | -11.5% | +3.3% | -14.7% | -12.7% |
| 30D | -33.6% | +30.5% | -64.2% | -41.0% |
| 3M | -11.7% | +29.9% | -41.6% | -21.7% |
| 6M | -21.4% | +26.5% | -48.0% | -30.1% |
| YTD | -5.1% | +51.9% | -57.0% | -22.5% |
| 1Y | -30.9% | +60.9% | -91.8% | -45.1% |
| 3Y | +4.5% | +215.0% | -210.5% | -39.6% |
| 5Y | +534.2% | +51.5% | +482.7% | +395.4% |
| 10Y | +1,062.8% | +102.2% | +960.5% | +602.1% |
| All | +3,072.4% | +655.3% | +2,417.1% | +808.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling