+4,495.9%
SMCI vs JCI
+348.7%
+4,147.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.2% |
| 7D | +9.7% | +5.1% | +4.6% | +6.8% |
| 30D | +29.3% | -3.8% | +33.2% | +31.7% |
| 3M | -8.5% | +1.9% | -10.4% | -8.2% |
| 6M | +28.6% | +11.2% | +17.4% | +23.9% |
| YTD | +37.5% | +22.9% | +14.6% | +26.0% |
| 1Y | +0.5% | +37.4% | -36.8% | -13.6% |
| 3Y | +43.4% | +167.8% | -124.4% | -10.1% |
| 5Y | +1,008.2% | +115.0% | +893.1% | +657.0% |
| 10Y | +1,776.0% | +325.3% | +1,450.7% | +790.5% |
| All | +4,495.9% | +348.7% | +4,147.2% | +997.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling