+1,402.4%
SMCI vs JAAA
+29.4%
+1,373.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +6.6% | +0.5% | +6.1% | +5.8% |
| 3M | +25.4% | +1.3% | +24.2% | +23.0% |
| 6M | +26.1% | +2.8% | +23.4% | +21.1% |
| YTD | +37.0% | +3.3% | +33.7% | +31.0% |
| 1Y | -8.8% | +4.9% | -13.7% | -14.1% |
| 3Y | +44.6% | +19.0% | +25.6% | +36.9% |
| 5Y | +995.9% | +26.9% | +969.0% | +958.5% |
| All | +1,402.4% | +29.4% | +1,373.1% | +1,313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling