+4,477.6%
SMCI vs JHX
+553.4%
+3,924.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.9% |
| 7D | +1.3% | -6.3% | +7.6% | +3.7% |
| 30D | +6.6% | -7.7% | +14.4% | +9.7% |
| 3M | +25.4% | +19.2% | +6.3% | +17.3% |
| 6M | +26.1% | +38.3% | -12.1% | +13.4% |
| YTD | +37.0% | +37.2% | -0.2% | +23.1% |
| 1Y | -8.8% | +42.3% | -51.0% | -19.4% |
| 3Y | +44.6% | -4.4% | +49.0% | +37.6% |
| 5Y | +995.9% | -26.4% | +1,022.3% | +1,017.6% |
| 10Y | +1,801.4% | +106.3% | +1,695.1% | +1,250.8% |
| All | +4,477.6% | +553.4% | +3,924.3% | +1,891.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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