+4,344.1%
SMCI vs QID
-100.0%
+4,444.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.0% |
| 7D | +5.2% | -1.9% | +7.1% | +4.1% |
| 30D | +23.7% | +1.7% | +22.0% | +25.7% |
| 3M | -4.2% | -3.9% | -0.3% | -1.9% |
| 6M | +21.7% | -30.0% | +51.7% | +9.1% |
| YTD | +33.0% | -28.2% | +61.2% | +22.3% |
| 1Y | -9.3% | -35.6% | +26.4% | -19.7% |
| 3Y | +38.7% | -74.3% | +113.0% | -4.6% |
| 5Y | +967.2% | -80.8% | +1,048.0% | +692.5% |
| 10Y | +1,745.9% | -99.2% | +1,845.1% | +275.5% |
| All | +4,344.1% | -100.0% | +4,444.0% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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