+4,495.9%
SMCI vs ON
+670.1%
+3,825.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.4% | +6.1% | +3.6% |
| 7D | +9.7% | -2.2% | +11.8% | +10.6% |
| 30D | +29.3% | -12.4% | +41.8% | +37.0% |
| 3M | -8.5% | -41.2% | +32.7% | +15.1% |
| 6M | +28.6% | +25.0% | +3.6% | +15.9% |
| YTD | +37.5% | +31.3% | +6.3% | +20.7% |
| 1Y | +0.5% | +45.4% | -44.9% | -16.2% |
| 3Y | +43.4% | -27.4% | +70.9% | +54.1% |
| 5Y | +1,008.2% | +58.5% | +949.7% | +759.8% |
| 10Y | +1,776.0% | +561.8% | +1,214.2% | +633.6% |
| All | +4,495.9% | +670.1% | +3,825.8% | +1,456.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling