+980.0%
SMCI vs HRB
+114.1%
+865.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.3% |
| 7D | +1.3% | -8.0% | +9.3% | +1.6% |
| 30D | +6.6% | -16.0% | +22.6% | +7.3% |
| 3M | +25.4% | +26.9% | -1.4% | +25.1% |
| 6M | +26.1% | +51.1% | -25.0% | +24.3% |
| YTD | +37.0% | +7.1% | +29.9% | +40.9% |
| 1Y | -8.8% | -9.6% | +0.9% | -3.9% |
| 3Y | +44.6% | +25.4% | +19.2% | +31.1% |
| All | +980.0% | +114.1% | +865.9% | +691.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling