+1,002.8%
SMCI vs PCOR
-30.9%
+1,033.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.3% | +8.8% | +6.2% |
| 7D | +6.8% | -9.0% | +15.7% | +10.5% |
| 30D | +30.6% | +4.2% | +26.4% | +27.9% |
| 3M | -15.6% | +14.4% | -30.0% | -20.9% |
| 6M | +21.3% | +0.2% | +21.1% | +17.8% |
| YTD | +35.3% | -20.3% | +55.5% | +43.1% |
| 1Y | -2.7% | -16.1% | +13.4% | -0.1% |
| 3Y | +40.3% | -14.7% | +55.0% | +42.4% |
| 5Y | +941.8% | -43.2% | +985.0% | +917.2% |
| All | +1,002.8% | -30.9% | +1,033.7% | +993.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling