+4,344.1%
SMCI vs HPQ
+196.7%
+4,147.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.9% | -8.2% | -5.9% |
| 7D | +5.2% | +2.2% | +3.0% | +3.7% |
| 30D | +23.7% | +9.7% | +14.0% | +17.1% |
| 3M | -4.2% | +32.7% | -36.9% | -18.8% |
| 6M | +21.7% | +77.7% | -56.0% | -12.5% |
| YTD | +33.0% | +51.0% | -18.0% | +4.2% |
| 1Y | -9.3% | +18.4% | -27.7% | -19.7% |
| 3Y | +38.7% | +25.6% | +13.1% | +19.8% |
| 5Y | +967.2% | +38.6% | +928.5% | +775.5% |
| 10Y | +1,745.9% | +226.1% | +1,519.8% | +851.0% |
| All | +4,344.1% | +196.7% | +4,147.4% | +2,236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling