+1,119.6%
SMCI vs QLD
+1,470.2%
-350.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.4% | -4.9% |
| 7D | -6.0% | -1.4% | -4.6% | -5.6% |
| 30D | -31.7% | -19.6% | -12.1% | -21.3% |
| 3M | -8.1% | -14.1% | +6.0% | +2.2% |
| 6M | -19.1% | -13.6% | -5.5% | -8.7% |
| YTD | -2.3% | +12.5% | -14.8% | -4.4% |
| 1Y | -28.1% | +13.1% | -41.2% | -29.7% |
| 3Y | +8.0% | +154.7% | -146.7% | -27.7% |
| 5Y | +537.8% | +81.1% | +456.7% | +374.4% |
| 10Y | +1,119.6% | +1,418.0% | -298.4% | +278.0% |
| All | +1,119.6% | +1,470.2% | -350.6% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling