+2,048.3%
SMCI vs INDA
+107.4%
+1,940.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.2% |
| 7D | -1.3% | -3.6% | +2.3% | +1.4% |
| 30D | +18.3% | -4.0% | +22.2% | +21.9% |
| 3M | +27.7% | +1.7% | +26.0% | +26.4% |
| 6M | +17.6% | -3.6% | +21.2% | +22.8% |
| YTD | +27.7% | -11.0% | +38.7% | +40.9% |
| 1Y | -14.9% | -9.5% | -5.4% | -7.1% |
| 3Y | +33.2% | +7.6% | +25.5% | +30.6% |
| 5Y | +921.6% | +4.8% | +916.8% | +924.4% |
| 10Y | +1,672.4% | +82.3% | +1,590.1% | +1,154.1% |
| All | +2,048.3% | +107.4% | +1,940.9% | +1,314.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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