+1,770.3%
SMCI vs P
+718.8%
+1,051.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.3% | +2.9% | +5.3% |
| 7D | +1.3% | -1.3% | +2.6% | +2.0% |
| 30D | +6.6% | -11.9% | +18.5% | +12.4% |
| 3M | +25.4% | +41.6% | -16.2% | +5.7% |
| 6M | +26.1% | +58.1% | -32.0% | +1.2% |
| YTD | +37.0% | +46.5% | -9.5% | +12.7% |
| 1Y | -8.8% | +19.1% | -27.8% | -20.6% |
| 3Y | +44.6% | +150.6% | -106.0% | -9.3% |
| 5Y | +995.9% | +271.8% | +724.2% | +500.1% |
| All | +1,770.3% | +718.8% | +1,051.5% | +705.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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