+4,344.1%
SMCI vs PEG
+265.0%
+4,079.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.6% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | +23.7% | -1.7% | +25.5% | +24.8% |
| 3M | -4.2% | -6.8% | +2.6% | -0.5% |
| 6M | +21.7% | -11.4% | +33.1% | +30.4% |
| YTD | +33.0% | -7.2% | +40.2% | +39.0% |
| 1Y | -9.3% | -6.1% | -3.2% | -5.8% |
| 3Y | +38.7% | +31.8% | +6.9% | +21.7% |
| 5Y | +967.2% | +35.6% | +931.6% | +806.3% |
| 10Y | +1,745.9% | +148.7% | +1,597.2% | +1,006.1% |
| All | +4,344.1% | +265.0% | +4,079.1% | +1,654.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling