+921.6%
SMCI vs PWR
+440.5%
+481.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -2.9% |
| 7D | -1.3% | -0.2% | -1.1% | -1.0% |
| 30D | +18.3% | -7.7% | +26.0% | +25.6% |
| 3M | +27.7% | -4.9% | +32.6% | +32.0% |
| 6M | +17.6% | +9.7% | +7.9% | +8.7% |
| YTD | +27.7% | +46.7% | -19.0% | -8.2% |
| 1Y | -14.9% | +58.7% | -73.6% | -43.2% |
| 3Y | +33.2% | +200.7% | -167.5% | -44.3% |
| 5Y | +921.6% | +438.6% | +483.0% | +205.5% |
| All | +921.6% | +440.5% | +481.1% | +205.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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