+4,419.4%
SMCI vs PWR
+2,375.9%
+2,043.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.2% |
| 7D | +6.8% | +3.6% | +3.2% | +4.8% |
| 30D | +30.6% | -8.6% | +39.2% | +36.4% |
| 3M | -15.6% | -13.2% | -2.4% | -8.3% |
| 6M | +21.3% | +9.9% | +11.4% | +16.5% |
| YTD | +35.3% | +48.0% | -12.8% | +11.3% |
| 1Y | -2.7% | +66.2% | -68.9% | -24.7% |
| 3Y | +40.3% | +195.1% | -154.8% | -14.8% |
| 5Y | +941.8% | +442.6% | +499.3% | +379.0% |
| 10Y | +1,687.4% | +2,334.2% | -646.9% | +309.3% |
| All | +4,419.4% | +2,375.9% | +2,043.5% | +631.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling