+967.2%
SMCI vs P
+274.2%
+693.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.0% | +0.7% | -0.8% |
| 7D | +5.2% | +5.0% | +0.2% | +2.1% |
| 30D | +23.7% | -0.9% | +24.7% | +22.7% |
| 3M | -4.2% | +38.7% | -42.9% | -22.7% |
| 6M | +21.7% | +54.4% | -32.6% | -9.9% |
| YTD | +33.0% | +44.8% | -11.8% | +0.8% |
| 1Y | -9.3% | +22.5% | -31.8% | -28.5% |
| 3Y | +38.7% | +148.2% | -109.5% | -37.0% |
| 5Y | +967.2% | +268.9% | +698.3% | +290.1% |
| All | +967.2% | +274.2% | +693.0% | +290.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling