+1,770.3%
SMCI vs HDB
+42.1%
+1,728.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.9% | +0.4% | +4.6% |
| 7D | +1.3% | +0.7% | +0.6% | +1.0% |
| 30D | +6.6% | +1.0% | +5.6% | +6.1% |
| 3M | +25.4% | -2.0% | +27.4% | +24.9% |
| 6M | +26.1% | -18.1% | +44.2% | +35.7% |
| YTD | +37.0% | -36.1% | +73.1% | +61.8% |
| 1Y | -8.8% | -34.0% | +25.3% | +6.3% |
| 3Y | +44.6% | -26.7% | +71.3% | +58.5% |
| 5Y | +995.9% | -33.9% | +1,029.8% | +1,122.3% |
| All | +1,770.3% | +42.1% | +1,728.3% | +1,479.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling