+1,376.9%
SMCI vs PFGC
+409.4%
+967.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.2% |
| 7D | +9.7% | -2.4% | +12.1% | +10.4% |
| 30D | +29.3% | -15.8% | +45.1% | +34.8% |
| 3M | -8.5% | -0.6% | -7.9% | -9.4% |
| 6M | +28.6% | +10.7% | +17.9% | +24.3% |
| YTD | +37.5% | +7.6% | +29.9% | +33.0% |
| 1Y | +0.5% | -7.8% | +8.4% | +1.1% |
| 3Y | +43.4% | +63.7% | -20.3% | +23.0% |
| 5Y | +1,008.2% | +112.3% | +895.9% | +778.2% |
| 10Y | +1,776.0% | +286.7% | +1,489.4% | +1,169.3% |
| All | +1,376.9% | +409.4% | +967.5% | +855.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling