+4,344.1%
SMCI vs PSA
+523.8%
+3,820.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.3% |
| 7D | +5.2% | -2.2% | +7.4% | +6.3% |
| 30D | +23.7% | -9.6% | +33.3% | +29.2% |
| 3M | -4.2% | -7.9% | +3.7% | -1.4% |
| 6M | +21.7% | -2.0% | +23.7% | +22.7% |
| YTD | +33.0% | +15.7% | +17.3% | +24.8% |
| 1Y | -9.3% | +5.8% | -15.1% | -11.7% |
| 3Y | +38.7% | +21.6% | +17.1% | +25.2% |
| 5Y | +967.2% | +13.1% | +954.0% | +864.4% |
| 10Y | +1,745.9% | +101.3% | +1,644.6% | +1,143.1% |
| All | +4,344.1% | +523.8% | +3,820.2% | +1,698.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling