+4,344.1%
SMCI vs IYR
+136.5%
+4,207.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.6% |
| 7D | +5.2% | -0.9% | +6.1% | +5.8% |
| 30D | +23.7% | -2.4% | +26.1% | +25.8% |
| 3M | -4.2% | -2.0% | -2.2% | -3.5% |
| 6M | +21.7% | +2.5% | +19.3% | +20.2% |
| YTD | +33.0% | +8.3% | +24.7% | +27.0% |
| 1Y | -9.3% | +6.5% | -15.7% | -12.5% |
| 3Y | +38.7% | +29.3% | +9.4% | +19.4% |
| 5Y | +967.2% | +5.7% | +961.5% | +938.8% |
| 10Y | +1,745.9% | +69.2% | +1,676.7% | +1,275.5% |
| All | +4,344.1% | +136.5% | +4,207.6% | +2,243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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