+4,344.1%
SMCI vs JBL
+1,703.9%
+2,640.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +5.2% | +4.0% | +1.2% | +3.3% |
| 30D | +23.7% | -7.5% | +31.2% | +28.3% |
| 3M | -4.2% | -14.1% | +9.9% | +3.6% |
| 6M | +21.7% | +25.9% | -4.1% | +12.8% |
| YTD | +33.0% | +36.7% | -3.7% | +18.5% |
| 1Y | -9.3% | +49.0% | -58.3% | -22.9% |
| 3Y | +38.7% | +191.8% | -153.1% | -11.6% |
| 5Y | +967.2% | +409.8% | +557.4% | +447.9% |
| 10Y | +1,745.9% | +1,509.2% | +236.7% | +490.0% |
| All | +4,344.1% | +1,703.9% | +2,640.1% | +1,008.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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