+2,981.1%
SMCI vs PCG
-59.4%
+3,040.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.0% | -10.3% | -11.2% |
| 7D | -0.3% | -2.0% | +1.6% | 0.0% |
| 30D | -30.9% | -2.7% | -28.2% | -30.6% |
| 3M | -28.2% | -25.1% | -3.2% | -25.4% |
| 6M | -17.7% | -22.3% | +4.6% | -15.0% |
| YTD | -7.8% | -18.5% | +10.7% | -5.2% |
| 1Y | -28.8% | -21.8% | -7.0% | -26.4% |
| 3Y | +1.5% | -21.0% | +22.5% | +3.8% |
| 5Y | +517.8% | +8.1% | +509.7% | +499.2% |
| 10Y | +958.4% | -76.6% | +1,035.1% | +1,195.5% |
| All | +2,981.1% | -59.4% | +3,040.5% | +2,418.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling