+1,770.3%
SMCI vs PSX
+386.4%
+1,383.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +1.3% | +1.7% | -0.4% | +0.7% |
| 30D | +6.6% | +15.6% | -9.0% | +0.7% |
| 3M | +25.4% | +46.5% | -21.0% | +7.5% |
| 6M | +26.1% | +55.0% | -28.9% | +4.5% |
| YTD | +37.0% | +105.3% | -68.3% | +0.6% |
| 1Y | -8.8% | +101.6% | -110.4% | -32.8% |
| 3Y | +44.6% | +134.1% | -89.5% | -0.7% |
| 5Y | +995.9% | +368.7% | +627.2% | +467.7% |
| All | +1,770.3% | +386.4% | +1,383.9% | +722.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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