+1,725.2%
SMCI vs PINS
-19.8%
+1,745.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.8% | +6.9% |
| 7D | +1.3% | -6.6% | +7.9% | +2.9% |
| 30D | +6.6% | -16.8% | +23.4% | +11.3% |
| 3M | +25.4% | -11.4% | +36.8% | +27.7% |
| 6M | +26.1% | -1.7% | +27.8% | +24.3% |
| YTD | +37.0% | -26.4% | +63.4% | +43.6% |
| 1Y | -8.8% | -45.5% | +36.7% | +3.1% |
| 3Y | +44.6% | -31.7% | +76.3% | +52.8% |
| 5Y | +995.9% | -64.9% | +1,060.8% | +1,121.9% |
| All | +1,725.2% | -19.8% | +1,745.0% | +1,258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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