+4,477.6%
SMCI vs PPG
+352.8%
+4,124.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.0% |
| 7D | +1.3% | -6.2% | +7.5% | +5.6% |
| 30D | +6.6% | -7.9% | +14.6% | +12.5% |
| 3M | +25.4% | -10.2% | +35.6% | +33.9% |
| 6M | +26.1% | +2.7% | +23.5% | +25.4% |
| YTD | +37.0% | +4.9% | +32.1% | +34.0% |
| 1Y | -8.8% | -3.2% | -5.6% | -6.9% |
| 3Y | +44.6% | -17.0% | +61.6% | +59.9% |
| 5Y | +995.9% | -23.3% | +1,019.3% | +1,151.5% |
| 10Y | +1,801.4% | +26.4% | +1,775.0% | +1,375.8% |
| All | +4,477.6% | +352.8% | +4,124.8% | +1,252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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