+1,770.3%
SMCI vs PSA
+102.6%
+1,667.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.6% | +7.0% |
| 7D | +1.3% | -1.8% | +3.1% | +2.1% |
| 30D | +6.6% | -8.4% | +15.0% | +10.3% |
| 3M | +25.4% | -7.8% | +33.3% | +28.8% |
| 6M | +26.1% | +0.8% | +25.3% | +25.3% |
| YTD | +37.0% | +16.5% | +20.5% | +28.9% |
| 1Y | -8.8% | +4.7% | -13.5% | -10.8% |
| 3Y | +44.6% | +21.1% | +23.5% | +31.9% |
| 5Y | +995.9% | +14.2% | +981.7% | +896.3% |
| All | +1,770.3% | +102.6% | +1,667.8% | +1,168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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