+980.0%
SMCI vs PFGC
+110.3%
+869.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | -4.8% | +6.0% | +3.2% |
| 30D | +6.6% | -12.5% | +19.2% | +12.0% |
| 3M | +25.4% | -9.7% | +35.2% | +28.0% |
| 6M | +26.1% | +7.0% | +19.1% | +20.0% |
| YTD | +37.0% | +4.5% | +32.5% | +29.9% |
| 1Y | -8.8% | -11.6% | +2.8% | -7.4% |
| 3Y | +44.6% | +58.5% | -13.9% | +10.9% |
| All | +980.0% | +110.3% | +869.7% | +636.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 5y: compounded portfolio wealth divided by compounded PFGC 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…
5y analysis · Full analysis span regression · 6 months rolling