+4,344.1%
SMCI vs O
+493.8%
+3,850.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.7% |
| 7D | +5.2% | -2.3% | +7.5% | +6.2% |
| 30D | +23.7% | -2.4% | +26.2% | +25.0% |
| 3M | -4.2% | -0.6% | -3.6% | -4.8% |
| 6M | +21.7% | -5.0% | +26.7% | +23.8% |
| YTD | +33.0% | +10.4% | +22.6% | +26.6% |
| 1Y | -9.3% | +6.6% | -15.9% | -12.4% |
| 3Y | +38.7% | +28.4% | +10.3% | +20.6% |
| 5Y | +967.2% | +15.3% | +951.9% | +864.8% |
| 10Y | +1,745.9% | +55.3% | +1,690.6% | +1,309.3% |
| All | +4,344.1% | +493.8% | +3,850.3% | +1,745.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling