+4,419.4%
SMCI vs HAS
+473.7%
+3,945.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.8% |
| 7D | +6.8% | -1.8% | +8.6% | +7.6% |
| 30D | +30.6% | +2.3% | +28.3% | +29.1% |
| 3M | -15.6% | +10.4% | -26.0% | -19.3% |
| 6M | +21.3% | -3.2% | +24.5% | +21.4% |
| YTD | +35.3% | +15.4% | +19.8% | +24.9% |
| 1Y | -2.7% | +18.8% | -21.5% | -11.8% |
| 3Y | +40.3% | +43.9% | -3.6% | +14.1% |
| 5Y | +941.8% | +13.9% | +927.9% | +822.5% |
| 10Y | +1,687.4% | +56.4% | +1,630.9% | +1,109.8% |
| All | +4,419.4% | +473.7% | +3,945.7% | +1,365.2% |
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