+978.2%
SMCI vs QLD
+121.5%
+856.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.3% |
| 7D | +6.8% | +0.6% | +6.2% | +6.3% |
| 30D | +30.6% | -0.1% | +30.7% | +31.3% |
| 3M | -15.6% | -8.4% | -7.2% | -7.7% |
| 6M | +21.3% | +32.2% | -11.0% | +1.4% |
| YTD | +35.3% | +28.9% | +6.4% | +15.3% |
| 1Y | -2.7% | +43.8% | -46.6% | -23.4% |
| 3Y | +40.3% | +176.6% | -136.3% | -25.2% |
| All | +978.2% | +121.5% | +856.6% | +526.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling