+921.6%
SMCI vs IAU
+138.0%
+783.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.1% |
| 7D | -1.3% | -3.4% | +2.1% | +0.5% |
| 30D | +18.3% | -1.1% | +19.4% | +18.9% |
| 3M | +27.7% | +5.8% | +21.9% | +24.0% |
| 6M | +17.6% | -16.9% | +34.5% | +25.8% |
| YTD | +27.7% | +0.1% | +27.6% | +31.6% |
| 1Y | -14.9% | +18.4% | -33.3% | -15.5% |
| 3Y | +33.2% | +123.6% | -90.4% | +11.6% |
| 5Y | +921.6% | +138.7% | +782.8% | +700.9% |
| All | +921.6% | +138.0% | +783.6% | +700.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling