+4,344.1%
SMCI vs IAG
+184.8%
+4,159.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.5% |
| 7D | +5.2% | +1.7% | +3.5% | +5.0% |
| 30D | +23.7% | +11.4% | +12.3% | +22.3% |
| 3M | -4.2% | +33.0% | -37.2% | -6.9% |
| 6M | +21.7% | -6.0% | +27.7% | +22.2% |
| YTD | +33.0% | +24.6% | +8.4% | +30.3% |
| 1Y | -9.3% | +105.0% | -114.3% | -14.6% |
| 3Y | +38.7% | +837.9% | -799.2% | +15.7% |
| 5Y | +967.2% | +817.0% | +150.2% | +763.2% |
| 10Y | +1,745.9% | +425.3% | +1,320.6% | +1,383.1% |
| All | +4,344.1% | +184.8% | +4,159.2% | +3,013.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling