+2,981.1%
SMCI vs PWR
+2,303.9%
+677.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.3% | -11.0% | -11.2% |
| 7D | -0.3% | +19.1% | -19.4% | -9.2% |
| 30D | -30.9% | -12.0% | -18.9% | -26.6% |
| 3M | -28.2% | -10.6% | -17.7% | -24.6% |
| 6M | -17.7% | -20.8% | +3.1% | -7.0% |
| YTD | -7.8% | +43.7% | -51.5% | -23.4% |
| 1Y | -28.8% | +35.0% | -63.8% | -38.8% |
| 3Y | +1.5% | +249.4% | -248.0% | -42.7% |
| 5Y | +517.8% | +422.1% | +95.7% | +189.8% |
| 10Y | +958.4% | +1,868.4% | -910.0% | +164.2% |
| All | +2,981.1% | +2,303.9% | +677.1% | +403.9% |
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