+1,770.3%
SMCI vs IBM
+148.6%
+1,621.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.0% | +3.3% | +5.1% |
| 7D | +1.3% | +3.6% | -2.3% | -0.7% |
| 30D | +6.6% | +3.1% | +3.5% | +4.9% |
| 3M | +25.4% | -10.8% | +36.3% | +27.0% |
| 6M | +26.1% | -0.8% | +27.0% | +20.6% |
| YTD | +37.0% | -16.2% | +53.2% | +43.7% |
| 1Y | -8.8% | -2.9% | -5.9% | -13.5% |
| 3Y | +44.6% | +79.8% | -35.2% | -10.0% |
| 5Y | +995.9% | +124.9% | +871.0% | +496.4% |
| All | +1,770.3% | +148.6% | +1,621.8% | +841.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 10y: compounded portfolio wealth divided by compounded IBM 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…
10y analysis · Full analysis span regression · 6 months rolling