+2,967.4%
SMCI vs PLUG
-96.5%
+3,063.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.5% | +10.0% | +0.9% |
| 7D | -6.6% | -23.4% | +16.9% | -3.4% |
| 30D | -24.9% | -23.4% | -1.5% | -22.2% |
| 3M | -31.4% | -51.7% | +20.4% | -24.7% |
| 6M | -16.0% | -72.0% | +55.9% | -1.4% |
| YTD | -8.2% | -43.7% | +35.5% | -2.3% |
| 1Y | -23.4% | -55.4% | +32.0% | -16.4% |
| 3Y | +5.0% | -68.0% | +73.1% | +9.6% |
| 5Y | +515.0% | -97.4% | +612.4% | +680.5% |
| 10Y | +953.7% | -24.5% | +978.2% | +785.2% |
| All | +2,967.4% | -96.5% | +3,063.8% | +2,313.0% |
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