+1,770.3%
SMCI vs PFG
+251.1%
+1,519.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.8% |
| 7D | +1.3% | -0.4% | +1.7% | +1.5% |
| 30D | +6.6% | +2.9% | +3.7% | +4.9% |
| 3M | +25.4% | +6.7% | +18.7% | +20.5% |
| 6M | +26.1% | +33.8% | -7.6% | +7.6% |
| YTD | +37.0% | +35.0% | +2.0% | +16.2% |
| 1Y | -8.8% | +46.4% | -55.2% | -25.7% |
| 3Y | +44.6% | +71.7% | -27.1% | +6.6% |
| 5Y | +995.9% | +113.7% | +882.2% | +619.6% |
| All | +1,770.3% | +251.1% | +1,519.3% | +678.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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