+980.0%
SMCI vs PBR
+552.2%
+427.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.5% |
| 7D | +1.3% | +5.4% | -4.1% | +0.1% |
| 30D | +6.6% | +22.9% | -16.2% | +1.8% |
| 3M | +25.4% | +19.6% | +5.8% | +20.3% |
| 6M | +26.1% | +16.5% | +9.7% | +21.1% |
| YTD | +37.0% | +86.7% | -49.7% | +17.7% |
| 1Y | -8.8% | +74.7% | -83.5% | -20.6% |
| 3Y | +44.6% | +102.6% | -58.0% | +20.7% |
| All | +980.0% | +552.2% | +427.8% | +673.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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