+980.0%
SMCI vs PG
+14.0%
+966.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +7.5% |
| 7D | +1.3% | -0.8% | +2.1% | +1.1% |
| 30D | +6.6% | +0.8% | +5.8% | +6.7% |
| 3M | +25.4% | -1.3% | +26.8% | +25.4% |
| 6M | +26.1% | -3.8% | +30.0% | +25.9% |
| YTD | +37.0% | +3.6% | +33.4% | +37.8% |
| 1Y | -8.8% | -5.7% | -3.0% | -8.6% |
| 3Y | +44.6% | +1.6% | +43.0% | +40.0% |
| All | +980.0% | +14.0% | +966.0% | +907.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling