+3,183.1%
SMCI vs QLD
+6,156.6%
-2,973.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +4.7% |
| 7D | -12.7% | -10.3% | -2.4% | -6.9% |
| 30D | -36.0% | -26.1% | -9.9% | -22.9% |
| 3M | -2.1% | -17.8% | +15.6% | +11.4% |
| 6M | -17.0% | -15.6% | -1.5% | -5.2% |
| YTD | -1.7% | +5.4% | -7.1% | +0.3% |
| 1Y | -28.7% | +5.2% | -33.9% | -27.0% |
| 3Y | +13.9% | +139.4% | -125.6% | -21.2% |
| 5Y | +517.4% | +66.7% | +450.7% | +387.9% |
| 10Y | +1,204.3% | +1,422.1% | -217.8% | +172.3% |
| All | +3,183.1% | +6,156.6% | -2,973.5% | +143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling