+2,074.5%
SMCI vs PSX
+1,156.1%
+918.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.6% |
| 7D | -1.3% | +1.5% | -2.8% | -1.9% |
| 30D | +18.3% | +15.8% | +2.5% | +11.3% |
| 3M | +27.7% | +43.0% | -15.3% | +9.7% |
| 6M | +17.6% | +61.1% | -43.5% | -4.9% |
| YTD | +27.7% | +104.5% | -76.8% | -7.0% |
| 1Y | -14.9% | +102.5% | -117.4% | -38.1% |
| 3Y | +33.2% | +133.5% | -100.3% | -9.6% |
| 5Y | +921.6% | +367.0% | +554.6% | +412.6% |
| 10Y | +1,672.4% | +382.3% | +1,290.1% | +680.4% |
| All | +2,074.5% | +1,156.1% | +918.5% | +587.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling