+1,770.3%
SMCI vs OMC
+34.2%
+1,736.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.5% |
| 7D | +1.3% | -4.4% | +5.7% | +3.1% |
| 30D | +6.6% | -7.6% | +14.2% | +9.9% |
| 3M | +25.4% | +4.5% | +20.9% | +20.8% |
| 6M | +26.1% | -0.3% | +26.4% | +24.2% |
| YTD | +37.0% | -0.1% | +37.1% | +33.8% |
| 1Y | -8.8% | +4.6% | -13.4% | -13.7% |
| 3Y | +44.6% | +10.5% | +34.1% | +29.0% |
| 5Y | +995.9% | +31.7% | +964.2% | +785.1% |
| All | +1,770.3% | +34.2% | +1,736.1% | +1,289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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