+44.6%
SMCI vs PEG
+31.8%
+12.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.4% |
| 7D | +1.3% | -0.9% | +2.2% | +1.9% |
| 30D | +6.6% | -3.7% | +10.3% | +9.3% |
| 3M | +25.4% | -7.3% | +32.7% | +32.3% |
| 6M | +26.1% | -10.5% | +36.6% | +37.5% |
| YTD | +37.0% | -7.5% | +44.5% | +46.1% |
| 1Y | -8.8% | -8.7% | 0.0% | -2.0% |
| 3Y | +44.6% | +31.4% | +13.2% | +48.3% |
| All | +44.6% | +31.8% | +12.8% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 3y: compounded portfolio wealth divided by compounded PEG 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…
3y analysis · Full analysis span regression · 6 months rolling