+1,008.2%
SMCI vs ILMN
-52.9%
+1,061.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +2.6% |
| 7D | +9.7% | +1.9% | +7.8% | +9.0% |
| 30D | +29.3% | +12.3% | +17.0% | +24.6% |
| 3M | -8.5% | +33.5% | -42.0% | -16.8% |
| 6M | +28.6% | +69.4% | -40.8% | +9.3% |
| YTD | +37.5% | +60.9% | -23.4% | +17.2% |
| 1Y | +0.5% | +115.0% | -114.4% | -22.8% |
| 3Y | +43.4% | +37.0% | +6.4% | +21.6% |
| 5Y | +1,008.2% | -53.1% | +1,061.3% | +1,131.0% |
| All | +1,008.2% | -52.9% | +1,061.1% | +1,131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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