+810.9%
SMCI vs P
+547.6%
+263.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +3.4% | -14.7% | -12.8% |
| 7D | -0.3% | +17.8% | -18.2% | -7.4% |
| 30D | -30.9% | -29.9% | -1.1% | -19.7% |
| 3M | -28.2% | -1.2% | -27.1% | -28.6% |
| 6M | -17.7% | +32.1% | -49.8% | -28.2% |
| YTD | -7.8% | +64.3% | -72.1% | -27.0% |
| 1Y | -28.8% | +24.3% | -53.1% | -38.6% |
| 3Y | +1.5% | +203.2% | -201.8% | -38.6% |
| 5Y | +517.8% | +290.4% | +227.3% | +246.8% |
| 10Y | +958.4% | +680.9% | +277.6% | +368.3% |
| All | +810.9% | +547.6% | +263.3% | +282.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling