+4,344.1%
SMCI vs HRB
+335.0%
+4,009.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.8% |
| 7D | +5.2% | -10.6% | +15.8% | +8.7% |
| 30D | +23.7% | -0.8% | +24.6% | +24.1% |
| 3M | -4.2% | +19.1% | -23.3% | -10.3% |
| 6M | +21.7% | +48.7% | -27.0% | +3.3% |
| YTD | +33.0% | +7.1% | +25.9% | +24.8% |
| 1Y | -9.3% | -8.3% | -1.0% | -10.8% |
| 3Y | +38.7% | +25.8% | +12.9% | +16.0% |
| 5Y | +967.2% | +111.1% | +856.1% | +607.1% |
| 10Y | +1,745.9% | +206.6% | +1,539.3% | +840.2% |
| All | +4,344.1% | +335.0% | +4,009.1% | +1,494.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling