+696.7%
SMCI vs PCOR
-9.0%
+705.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.1% |
| 7D | -6.0% | +22.2% | -28.2% | -13.5% |
| 30D | -31.7% | +36.0% | -67.7% | -39.7% |
| 3M | -8.1% | +34.0% | -42.1% | -19.4% |
| 6M | -19.1% | +43.5% | -62.6% | -31.6% |
| YTD | -2.3% | +5.1% | -7.4% | -8.2% |
| 1Y | -28.1% | -3.9% | -24.1% | -29.6% |
| 3Y | +8.0% | +52.9% | -44.9% | -11.1% |
| 5Y | +537.8% | -18.7% | +556.5% | +452.5% |
| All | +696.7% | -9.0% | +705.6% | +601.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 10y: compounded portfolio wealth divided by compounded PCOR 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…
10y analysis · Full analysis span regression · 6 months rolling