+1,770.3%
SMCI vs PG
+121.7%
+1,648.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.9% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | +6.6% | +0.8% | +5.8% | +6.4% |
| 3M | +25.4% | -1.3% | +26.8% | +25.4% |
| 6M | +26.1% | -3.8% | +30.0% | +26.8% |
| YTD | +37.0% | +3.6% | +33.4% | +34.4% |
| 1Y | -8.8% | -5.7% | -3.0% | -8.1% |
| 3Y | +44.6% | +1.6% | +43.0% | +36.0% |
| 5Y | +995.9% | +14.6% | +981.3% | +852.9% |
| All | +1,770.3% | +121.7% | +1,648.6% | +1,019.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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