+967.2%
SMCI vs HD
+6.0%
+961.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.6% |
| 7D | +5.2% | -1.8% | +7.0% | +6.5% |
| 30D | +23.7% | -10.8% | +34.6% | +33.0% |
| 3M | -4.2% | -2.7% | -1.5% | -4.3% |
| 6M | +21.7% | -10.3% | +32.0% | +29.5% |
| YTD | +33.0% | -7.8% | +40.8% | +38.5% |
| 1Y | -9.3% | -23.1% | +13.8% | +7.4% |
| 3Y | +38.7% | +2.0% | +36.7% | +30.6% |
| 5Y | +967.2% | +6.2% | +960.9% | +861.8% |
| All | +967.2% | +6.0% | +961.2% | +861.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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