+4,477.6%
SMCI vs PNC
+492.2%
+3,985.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.1% |
| 7D | +1.3% | -0.6% | +1.8% | +1.5% |
| 30D | +6.6% | -4.4% | +11.0% | +8.6% |
| 3M | +25.4% | +5.2% | +20.2% | +22.6% |
| 6M | +26.1% | +20.6% | +5.5% | +16.6% |
| YTD | +37.0% | +19.8% | +17.2% | +27.4% |
| 1Y | -8.8% | +24.4% | -33.2% | -16.7% |
| 3Y | +44.6% | +131.2% | -86.6% | +0.8% |
| 5Y | +995.9% | +53.1% | +942.8% | +795.0% |
| 10Y | +1,801.4% | +276.8% | +1,524.6% | +968.1% |
| All | +4,477.6% | +492.2% | +3,985.4% | +1,959.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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