+3,072.4%
SMCI vs PLUG
-95.7%
+3,168.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.0% | +6.2% | -1.7% |
| 7D | -11.5% | -3.2% | -8.3% | -11.1% |
| 30D | -33.6% | -18.7% | -14.9% | -31.8% |
| 3M | -11.7% | -35.3% | +23.6% | -6.5% |
| 6M | -21.4% | -56.2% | +34.8% | -13.0% |
| YTD | -5.1% | -30.7% | +25.7% | -1.5% |
| 1Y | -30.9% | -46.7% | +15.8% | -26.3% |
| 3Y | +4.5% | -61.3% | +65.8% | +6.4% |
| 5Y | +534.2% | -96.6% | +630.8% | +679.1% |
| 10Y | +1,062.8% | +1.1% | +1,061.7% | +844.7% |
| All | +3,072.4% | -95.7% | +3,168.0% | +2,331.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling