+1,008.2%
SMCI vs PLUG
-91.6%
+1,099.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.5% | +0.7% |
| 7D | +9.7% | +8.1% | +1.5% | +7.6% |
| 30D | +29.3% | +3.7% | +25.7% | +28.4% |
| 3M | -8.5% | -29.2% | +20.7% | -0.4% |
| 6M | +28.6% | +6.1% | +22.5% | +25.1% |
| YTD | +37.5% | +14.7% | +22.8% | +29.2% |
| 1Y | +0.5% | +56.9% | -56.4% | -17.0% |
| 3Y | +43.4% | -71.6% | +115.1% | +45.9% |
| 5Y | +1,008.2% | -91.0% | +1,099.2% | +1,255.1% |
| All | +1,008.2% | -91.6% | +1,099.7% | +1,255.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling