+4,477.6%
SMCI vs PGR
+1,807.8%
+2,669.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.0% |
| 7D | +1.3% | -0.6% | +1.9% | +1.5% |
| 30D | +6.6% | +4.9% | +1.7% | +4.5% |
| 3M | +25.4% | +7.6% | +17.8% | +20.3% |
| 6M | +26.1% | +8.3% | +17.9% | +18.6% |
| YTD | +37.0% | +1.7% | +35.3% | +31.5% |
| 1Y | -8.8% | -6.8% | -1.9% | -9.9% |
| 3Y | +44.6% | +73.4% | -28.8% | 0.0% |
| 5Y | +995.9% | +161.2% | +834.7% | +487.1% |
| 10Y | +1,801.4% | +819.5% | +981.9% | +402.8% |
| All | +4,477.6% | +1,807.8% | +2,669.9% | +695.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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