+1,643.5%
SMCI vs PPL
+57.8%
+1,585.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -1.3% | -1.8% | +0.5% | -0.7% |
| 30D | +18.3% | -2.2% | +20.5% | +19.1% |
| 3M | +27.7% | -3.1% | +30.8% | +28.9% |
| 6M | +17.6% | -8.1% | +25.7% | +20.7% |
| YTD | +27.7% | 0.0% | +27.7% | +27.7% |
| 1Y | -14.9% | -1.3% | -13.6% | -14.7% |
| 3Y | +33.2% | +52.7% | -19.5% | +9.8% |
| 5Y | +921.6% | +37.4% | +884.2% | +772.5% |
| All | +1,643.5% | +57.8% | +1,585.7% | +1,263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 10y: compounded portfolio wealth divided by compounded PPL 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…
10y analysis · Full analysis span regression · 6 months rolling