+980.0%
SMCI vs HCA
+71.9%
+908.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.0% |
| 7D | +1.3% | +5.4% | -4.1% | +0.3% |
| 30D | +6.6% | +3.0% | +3.6% | +6.0% |
| 3M | +25.4% | +13.0% | +12.4% | +21.6% |
| 6M | +26.1% | -20.3% | +46.4% | +33.5% |
| YTD | +37.0% | -8.2% | +45.2% | +38.2% |
| 1Y | -8.8% | +6.7% | -15.5% | -12.9% |
| 3Y | +44.6% | +60.4% | -15.8% | +11.6% |
| All | +980.0% | +71.9% | +908.1% | +667.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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