+4,167.1%
SMCI vs OMC
+167.0%
+4,000.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.8% |
| 7D | -1.3% | -6.2% | +4.9% | +2.2% |
| 30D | +18.3% | -7.6% | +25.9% | +23.1% |
| 3M | +27.7% | +7.4% | +20.3% | +19.6% |
| 6M | +17.6% | +0.1% | +17.4% | +14.7% |
| YTD | +27.7% | +0.4% | +27.3% | +23.0% |
| 1Y | -14.9% | +7.8% | -22.6% | -22.6% |
| 3Y | +33.2% | +11.8% | +21.4% | +13.3% |
| 5Y | +921.6% | +32.5% | +889.1% | +660.2% |
| 10Y | +1,672.4% | +34.2% | +1,638.2% | +1,100.4% |
| All | +4,167.1% | +167.0% | +4,000.1% | +1,241.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling