+4,167.1%
SMCI vs HON
+614.0%
+3,553.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.6% | -3.0% |
| 7D | -1.3% | -2.6% | +1.3% | +0.7% |
| 30D | +18.3% | -11.9% | +30.2% | +30.0% |
| 3M | +27.7% | -6.1% | +33.8% | +33.9% |
| 6M | +17.6% | -19.2% | +36.8% | +40.8% |
| YTD | +27.7% | +0.2% | +27.6% | +31.6% |
| 1Y | -14.9% | -1.5% | -13.4% | -12.2% |
| 3Y | +33.2% | +17.9% | +15.2% | +15.5% |
| 5Y | +921.6% | +1.9% | +919.7% | +890.6% |
| 10Y | +1,672.4% | +135.2% | +1,537.2% | +812.3% |
| All | +4,167.1% | +614.0% | +3,553.1% | +857.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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