-8.8%
SMCI vs PFG
+49.5%
-58.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.9% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | +6.6% | +2.9% | +3.7% | +5.5% |
| 3M | +25.4% | +6.7% | +18.7% | +21.6% |
| 6M | +26.1% | +33.8% | -7.6% | +1.4% |
| YTD | +37.0% | +35.0% | +2.0% | +9.8% |
| 1Y | -8.8% | +46.4% | -55.2% | -29.7% |
| All | -8.8% | +49.5% | -58.2% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling