+4,495.9%
SMCI vs PH
+2,188.8%
+2,307.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.1% |
| 7D | +9.7% | +0.4% | +9.3% | +9.4% |
| 30D | +29.3% | -10.8% | +40.1% | +38.7% |
| 3M | -8.5% | +8.5% | -16.9% | -12.7% |
| 6M | +28.6% | +3.9% | +24.7% | +25.6% |
| YTD | +37.5% | +9.4% | +28.1% | +30.1% |
| 1Y | +0.5% | +26.8% | -26.2% | -13.9% |
| 3Y | +43.4% | +140.8% | -97.4% | -17.5% |
| 5Y | +1,008.2% | +253.8% | +754.4% | +411.6% |
| 10Y | +1,776.0% | +792.3% | +983.7% | +355.3% |
| All | +4,495.9% | +2,188.8% | +2,307.1% | +404.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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