+4,419.4%
SMCI vs PLUG
-93.1%
+4,512.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +4.2% |
| 7D | +6.8% | -0.9% | +7.7% | +6.9% |
| 30D | +30.6% | +3.3% | +27.2% | +30.2% |
| 3M | -15.6% | -39.7% | +24.1% | -9.9% |
| 6M | +21.3% | -12.5% | +33.8% | +22.7% |
| YTD | +35.3% | +10.2% | +25.1% | +32.1% |
| 1Y | -2.7% | +50.7% | -53.4% | -10.3% |
| 3Y | +40.3% | -74.5% | +114.8% | +44.8% |
| 5Y | +941.8% | -91.8% | +1,033.6% | +1,058.3% |
| 10Y | +1,687.4% | +43.7% | +1,643.7% | +1,278.1% |
| All | +4,419.4% | -93.1% | +4,512.5% | +3,163.0% |
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