+1,003.6%
SMCI vs PCG
+62.1%
+941.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +0.7% |
| 7D | +9.7% | +5.4% | +4.3% | +8.1% |
| 30D | +29.3% | -15.1% | +44.4% | +34.2% |
| 3M | -8.5% | -9.8% | +1.3% | -6.8% |
| 6M | +28.6% | -18.0% | +46.6% | +35.4% |
| YTD | +37.5% | -7.2% | +44.8% | +39.7% |
| 1Y | +0.5% | +2.9% | -2.3% | -0.7% |
| 3Y | +43.4% | -11.1% | +54.5% | +42.2% |
| All | +1,003.6% | +62.1% | +941.5% | +770.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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