+967.2%
SMCI vs PPL
+35.6%
+931.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.2% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | -1.3% | +25.0% | +23.9% |
| 3M | -4.2% | -2.6% | -1.6% | -4.0% |
| 6M | +21.7% | -8.4% | +30.1% | +22.6% |
| YTD | +33.0% | +0.2% | +32.8% | +33.6% |
| 1Y | -9.3% | -0.2% | -9.1% | -8.8% |
| 3Y | +38.7% | +52.9% | -14.2% | +23.8% |
| 5Y | +967.2% | +36.8% | +930.3% | +864.5% |
| All | +967.2% | +35.6% | +931.6% | +864.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling