+1,770.3%
SMCI vs HPQ
+259.7%
+1,510.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.4% | -1.1% | +2.4% |
| 7D | +1.3% | +9.8% | -8.5% | -4.4% |
| 30D | +6.6% | +22.4% | -15.7% | -6.0% |
| 3M | +25.4% | +45.2% | -19.7% | -1.1% |
| 6M | +26.1% | +96.4% | -70.3% | -18.3% |
| YTD | +37.0% | +65.4% | -28.4% | -1.6% |
| 1Y | -8.8% | +31.6% | -40.3% | -25.4% |
| 3Y | +44.6% | +37.0% | +7.6% | +15.8% |
| 5Y | +995.9% | +53.0% | +942.9% | +728.0% |
| All | +1,770.3% | +259.7% | +1,510.6% | +809.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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