+4,344.1%
SMCI vs IT
+624.9%
+3,719.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.6% |
| 7D | +5.2% | -9.1% | +14.4% | +9.0% |
| 30D | +23.7% | -12.2% | +35.9% | +29.0% |
| 3M | -4.2% | +7.8% | -12.0% | -11.6% |
| 6M | +21.7% | +2.0% | +19.7% | +12.9% |
| YTD | +33.0% | -32.7% | +65.7% | +46.3% |
| 1Y | -9.3% | -31.1% | +21.8% | -2.8% |
| 3Y | +38.7% | -52.1% | +90.8% | +71.1% |
| 5Y | +967.2% | -46.3% | +1,013.4% | +1,132.7% |
| 10Y | +1,745.9% | +91.4% | +1,654.5% | +963.8% |
| All | +4,344.1% | +624.9% | +3,719.2% | +1,082.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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