+980.0%
SMCI vs ON
+60.9%
+919.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.5% | -1.2% | +2.4% |
| 7D | +1.3% | +2.4% | -1.1% | -0.2% |
| 30D | +6.6% | -8.6% | +15.2% | +12.1% |
| 3M | +25.4% | -34.3% | +59.8% | +56.2% |
| 6M | +26.1% | +28.5% | -2.4% | +6.8% |
| YTD | +37.0% | +40.6% | -3.6% | +9.0% |
| 1Y | -8.8% | +55.3% | -64.1% | -32.3% |
| 3Y | +44.6% | -22.2% | +66.8% | +48.3% |
| All | +980.0% | +60.9% | +919.1% | +681.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 5y: compounded portfolio wealth divided by compounded ON 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…
5y analysis · Full analysis span regression · 6 months rolling