+3,373.7%
SMCI vs IP
+116.6%
+3,257.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.3% | +10.8% | +10.0% |
| 7D | +2.8% | -2.8% | +5.6% | +4.0% |
| 30D | -23.9% | +9.2% | -33.1% | -26.9% |
| 3M | -3.7% | -16.1% | +12.4% | +2.6% |
| 6M | -9.2% | +9.6% | -18.8% | -12.7% |
| YTD | +4.0% | -8.8% | +12.7% | +6.5% |
| 1Y | -21.6% | -5.5% | -16.1% | -20.9% |
| 3Y | +14.4% | +19.6% | -5.2% | -1.6% |
| 5Y | +586.8% | -13.5% | +600.2% | +569.7% |
| 10Y | +1,093.3% | +22.4% | +1,070.9% | +861.0% |
| All | +3,373.7% | +116.6% | +3,257.2% | +1,937.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling