+4,495.9%
SMCI vs IAU
+523.7%
+3,972.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | +9.7% | +0.7% | +8.9% | +9.5% |
| 30D | +29.3% | +0.3% | +29.0% | +29.3% |
| 3M | -8.5% | +0.7% | -9.2% | -8.4% |
| 6M | +28.6% | -15.5% | +44.1% | +31.3% |
| YTD | +37.5% | +1.0% | +36.6% | +38.7% |
| 1Y | +0.5% | +19.6% | -19.0% | +0.3% |
| 3Y | +43.4% | +125.4% | -82.0% | +37.2% |
| 5Y | +1,008.2% | +140.7% | +867.4% | +953.6% |
| 10Y | +1,776.0% | +218.1% | +1,557.9% | +1,691.2% |
| All | +4,495.9% | +523.7% | +3,972.2% | +3,856.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling