+964.0%
SMCI vs IBM
+118.9%
+845.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.4% | -6.7% | -5.1% |
| 7D | +5.2% | +3.6% | +1.7% | +3.2% |
| 30D | +23.7% | +1.5% | +22.2% | +22.6% |
| 3M | -4.2% | -12.9% | +8.7% | -1.3% |
| 6M | +21.7% | -3.9% | +25.6% | +18.2% |
| YTD | +33.0% | -17.3% | +50.3% | +41.0% |
| 1Y | -9.3% | -5.0% | -4.3% | -13.9% |
| 3Y | +38.7% | +78.2% | -39.5% | -24.4% |
| All | +964.0% | +118.9% | +845.0% | +394.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling