+1,176.3%
SMCI vs OPEN
-74.0%
+1,250.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.6% | +7.3% |
| 7D | +1.3% | -11.4% | +12.7% | +3.0% |
| 30D | +6.6% | -20.1% | +26.7% | +10.0% |
| 3M | +25.4% | -37.6% | +63.0% | +32.9% |
| 6M | +26.1% | -47.1% | +73.2% | +36.9% |
| YTD | +37.0% | -52.1% | +89.1% | +49.7% |
| 1Y | -8.8% | -73.5% | +64.7% | +5.1% |
| 3Y | +44.6% | -24.4% | +69.0% | +20.0% |
| 5Y | +995.9% | -85.1% | +1,081.0% | +865.8% |
| All | +1,176.3% | -74.0% | +1,250.3% | +960.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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