+1,770.3%
SMCI vs HRB
+209.1%
+1,561.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.2% |
| 7D | +1.3% | -8.0% | +9.3% | +2.9% |
| 30D | +6.6% | -16.0% | +22.6% | +10.0% |
| 3M | +25.4% | +26.9% | -1.4% | +19.0% |
| 6M | +26.1% | +51.1% | -25.0% | +13.6% |
| YTD | +37.0% | +7.1% | +29.9% | +33.4% |
| 1Y | -8.8% | -9.6% | +0.9% | -7.6% |
| 3Y | +44.6% | +25.4% | +19.2% | +27.4% |
| 5Y | +995.9% | +114.9% | +881.0% | +696.3% |
| All | +1,770.3% | +209.1% | +1,561.2% | +1,068.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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