+4,419.4%
SMCI vs PCG
-55.5%
+4,474.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +4.2% |
| 7D | +6.8% | -13.9% | +20.6% | +8.7% |
| 30D | +30.6% | -16.9% | +47.4% | +33.7% |
| 3M | -15.6% | -14.7% | -0.9% | -14.0% |
| 6M | +21.3% | -23.8% | +45.1% | +26.0% |
| YTD | +35.3% | -10.5% | +45.8% | +37.0% |
| 1Y | -2.7% | -5.1% | +2.4% | -2.4% |
| 3Y | +40.3% | -11.6% | +51.9% | +40.9% |
| 5Y | +941.8% | +59.0% | +882.8% | +854.8% |
| 10Y | +1,687.4% | -75.7% | +1,763.1% | +2,117.5% |
| All | +4,419.4% | -55.5% | +4,474.9% | +3,541.9% |
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