+1,770.3%
SMCI vs O
+54.0%
+1,716.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -2.9% | +4.1% | +2.5% |
| 30D | +6.6% | -4.5% | +11.1% | +8.6% |
| 3M | +25.4% | -2.6% | +28.1% | +26.1% |
| 6M | +26.1% | -5.6% | +31.8% | +28.6% |
| YTD | +37.0% | +9.3% | +27.7% | +30.9% |
| 1Y | -8.8% | +4.3% | -13.1% | -11.1% |
| 3Y | +44.6% | +27.4% | +17.2% | +25.1% |
| 5Y | +995.9% | +17.1% | +978.9% | +879.6% |
| All | +1,770.3% | +54.0% | +1,716.3% | +1,414.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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