+4,495.9%
SMCI vs IRM
+1,127.2%
+3,368.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.1% |
| 7D | +9.7% | +1.6% | +8.0% | +8.7% |
| 30D | +29.3% | -4.2% | +33.5% | +32.5% |
| 3M | -8.5% | -5.4% | -3.1% | -5.0% |
| 6M | +28.6% | +12.0% | +16.6% | +24.1% |
| YTD | +37.5% | +42.0% | -4.5% | +17.4% |
| 1Y | +0.5% | +29.9% | -29.3% | -9.9% |
| 3Y | +43.4% | +104.4% | -60.9% | +6.9% |
| 5Y | +1,008.2% | +191.0% | +817.2% | +599.4% |
| 10Y | +1,776.0% | +417.1% | +1,358.9% | +771.2% |
| All | +4,495.9% | +1,127.2% | +3,368.7% | +1,125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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