+44.6%
SMCI vs IAU
+123.7%
-79.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +6.9% |
| 7D | +1.3% | -2.0% | +3.3% | +2.6% |
| 30D | +6.6% | -1.5% | +8.2% | +7.5% |
| 3M | +25.4% | +3.3% | +22.2% | +22.7% |
| 6M | +26.1% | -16.2% | +42.4% | +36.2% |
| YTD | +37.0% | +0.7% | +36.3% | +41.4% |
| 1Y | -8.8% | +19.2% | -28.0% | -10.2% |
| 3Y | +44.6% | +124.4% | -79.8% | +20.5% |
| All | +44.6% | +123.7% | -79.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 3y: compounded portfolio wealth divided by compounded IAU 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…
3y analysis · Full analysis span regression · 6 months rolling