+1,093.3%
SMCI vs PLUG
-2.2%
+1,095.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.7% | +10.2% | +9.6% |
| 7D | +2.8% | -6.8% | +9.7% | +4.1% |
| 30D | -23.9% | -16.0% | -7.8% | -21.4% |
| 3M | -3.7% | -38.7% | +35.0% | +5.2% |
| 6M | -9.2% | -61.4% | +52.1% | +6.9% |
| YTD | +4.0% | -31.0% | +34.9% | +9.2% |
| 1Y | -21.6% | -46.2% | +24.6% | -14.7% |
| 3Y | +14.4% | -61.5% | +75.9% | +15.9% |
| 5Y | +586.8% | -96.9% | +683.6% | +777.8% |
| 10Y | +1,093.3% | -7.5% | +1,100.8% | +1,077.3% |
| All | +1,093.3% | -2.2% | +1,095.5% | +1,077.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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