+1,745.9%
SMCI vs RACE
+783.2%
+962.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | +5.2% | -2.6% | +7.9% | +6.7% |
| 30D | +23.7% | -1.1% | +24.8% | +24.3% |
| 3M | -4.2% | +12.5% | -16.7% | -10.7% |
| 6M | +21.7% | +17.4% | +4.3% | +11.4% |
| YTD | +33.0% | +10.1% | +22.9% | +25.1% |
| 1Y | -9.3% | -15.1% | +5.9% | -3.2% |
| 3Y | +38.7% | +38.9% | -0.2% | +12.4% |
| 5Y | +967.2% | +90.7% | +876.5% | +628.2% |
| 10Y | +1,745.9% | +801.8% | +944.1% | +560.1% |
| All | +1,745.9% | +783.2% | +962.7% | +560.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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