+1,776.0%
SMCI vs QLD
+1,636.2%
+139.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +9.7% | +3.0% | +6.7% | +7.7% |
| 30D | +29.3% | -1.8% | +31.2% | +31.2% |
| 3M | -8.5% | -1.8% | -6.7% | -6.0% |
| 6M | +28.6% | +36.9% | -8.3% | +10.6% |
| YTD | +37.5% | +28.7% | +8.9% | +22.8% |
| 1Y | +0.5% | +41.9% | -41.3% | -14.7% |
| 3Y | +43.4% | +184.2% | -140.8% | -10.9% |
| 5Y | +1,008.2% | +122.1% | +886.1% | +630.3% |
| 10Y | +1,776.0% | +1,646.5% | +129.6% | +408.1% |
| All | +1,776.0% | +1,636.2% | +139.9% | +408.1% |
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