+4,495.9%
SMCI vs HDB
+678.9%
+3,817.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +2.8% |
| 7D | +9.7% | -2.0% | +11.7% | +10.5% |
| 30D | +29.3% | -4.9% | +34.2% | +31.6% |
| 3M | -8.5% | -2.3% | -6.2% | -8.7% |
| 6M | +28.6% | -23.7% | +52.3% | +42.0% |
| YTD | +37.5% | -38.5% | +76.0% | +64.7% |
| 1Y | +0.5% | -36.5% | +37.0% | +18.7% |
| 3Y | +43.4% | -28.5% | +71.9% | +58.6% |
| 5Y | +1,008.2% | -37.4% | +1,045.5% | +1,165.3% |
| 10Y | +1,776.0% | +34.0% | +1,742.0% | +1,414.9% |
| All | +4,495.9% | +678.9% | +3,817.0% | +1,610.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling