+4,344.1%
SMCI vs HSY
+408.5%
+3,935.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +5.2% | -3.0% | +8.2% | +6.3% |
| 30D | +23.7% | -5.0% | +28.8% | +25.8% |
| 3M | -4.2% | -1.3% | -2.9% | -4.7% |
| 6M | +21.7% | -21.5% | +43.2% | +30.7% |
| YTD | +33.0% | -3.3% | +36.3% | +31.0% |
| 1Y | -9.3% | -5.5% | -3.8% | -10.3% |
| 3Y | +38.7% | -9.9% | +48.6% | +33.6% |
| 5Y | +967.2% | +11.3% | +955.8% | +792.9% |
| 10Y | +1,745.9% | +128.1% | +1,617.8% | +947.2% |
| All | +4,344.1% | +408.5% | +3,935.5% | +1,515.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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