+4,419.4%
SMCI vs PLD
+343.1%
+4,076.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.3% | +4.8% |
| 7D | +6.8% | -2.4% | +9.2% | +7.8% |
| 30D | +30.6% | -2.4% | +33.0% | +31.9% |
| 3M | -15.6% | -3.8% | -11.8% | -14.9% |
| 6M | +21.3% | 0.0% | +21.2% | +21.3% |
| YTD | +35.3% | +9.2% | +26.0% | +30.6% |
| 1Y | -2.7% | +25.9% | -28.6% | -11.3% |
| 3Y | +40.3% | +21.3% | +19.0% | +29.0% |
| 5Y | +941.8% | +14.1% | +927.7% | +870.3% |
| 10Y | +1,687.4% | +237.9% | +1,449.5% | +1,012.7% |
| All | +4,419.4% | +343.1% | +4,076.3% | +1,869.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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