+906.7%
SMCI vs IAG
+813.2%
+93.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -3.6% |
| 7D | -1.3% | -4.1% | +2.8% | -0.7% |
| 30D | +18.3% | +10.6% | +7.7% | +16.1% |
| 3M | +27.7% | +35.4% | -7.7% | +20.9% |
| 6M | +17.6% | -9.5% | +27.1% | +17.5% |
| YTD | +27.7% | +21.8% | +5.9% | +23.8% |
| 1Y | -14.9% | +84.1% | -99.0% | -20.6% |
| 3Y | +33.2% | +817.4% | -784.2% | +10.0% |
| All | +906.7% | +813.2% | +93.6% | +606.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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