+2,967.4%
SMCI vs HAS
+647.4%
+2,319.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.1% |
| 7D | -6.6% | +1.4% | -8.0% | -7.0% |
| 30D | -24.9% | +26.3% | -51.2% | -32.2% |
| 3M | -31.4% | +25.6% | -57.0% | -38.1% |
| 6M | -16.0% | +30.3% | -46.3% | -26.2% |
| YTD | -8.2% | +50.4% | -58.6% | -24.6% |
| 1Y | -23.4% | +57.7% | -81.1% | -38.6% |
| 3Y | +5.0% | +213.4% | -208.3% | -39.0% |
| 5Y | +515.0% | +49.1% | +465.9% | +384.4% |
| 10Y | +953.7% | +98.5% | +855.2% | +542.6% |
| All | +2,967.4% | +647.4% | +2,319.9% | +784.0% |
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