+4,344.1%
SMCI vs PFG
+249.9%
+4,094.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | +5.2% | +3.2% | +2.0% | +3.9% |
| 30D | +23.7% | +0.9% | +22.8% | +23.2% |
| 3M | -4.2% | +7.7% | -11.9% | -7.6% |
| 6M | +21.7% | +29.0% | -7.2% | +10.3% |
| YTD | +33.0% | +32.5% | +0.5% | +19.2% |
| 1Y | -9.3% | +47.3% | -56.6% | -21.7% |
| 3Y | +38.7% | +68.2% | -29.5% | +13.2% |
| 5Y | +967.2% | +108.5% | +858.7% | +706.1% |
| 10Y | +1,745.9% | +241.4% | +1,504.5% | +1,026.2% |
| All | +4,344.1% | +249.9% | +4,094.1% | +1,830.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling