+978.2%
SMCI vs IP
-17.2%
+995.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.7% |
| 7D | +6.8% | -5.3% | +12.0% | +8.9% |
| 30D | +30.6% | -10.9% | +41.4% | +36.0% |
| 3M | -15.6% | +11.2% | -26.8% | -19.0% |
| 6M | +21.3% | -10.2% | +31.5% | +24.0% |
| YTD | +35.3% | -2.0% | +37.2% | +34.5% |
| 1Y | -2.7% | -19.1% | +16.4% | +1.9% |
| 3Y | +40.3% | +20.9% | +19.5% | +19.7% |
| All | +978.2% | -17.2% | +995.4% | +1,012.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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