+980.0%
SMCI vs JCI
+111.7%
+868.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.0% | +5.6% |
| 7D | +1.3% | +0.7% | +0.5% | +0.9% |
| 30D | +6.6% | -4.4% | +11.1% | +10.4% |
| 3M | +25.4% | +1.7% | +23.8% | +24.3% |
| 6M | +26.1% | +8.8% | +17.3% | +21.2% |
| YTD | +37.0% | +22.6% | +14.4% | +21.3% |
| 1Y | -8.8% | +36.2% | -45.0% | -25.8% |
| 3Y | +44.6% | +168.0% | -123.4% | -23.6% |
| All | +980.0% | +111.7% | +868.3% | +497.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 5y: compounded portfolio wealth divided by compounded JCI 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…
5y analysis · Full analysis span regression · 6 months rolling