+1,458.7%
SMCI vs RACE
+647.6%
+811.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.5% |
| 7D | +6.8% | -2.5% | +9.3% | +8.1% |
| 30D | +30.6% | +0.8% | +29.8% | +29.8% |
| 3M | -15.6% | +17.2% | -32.7% | -22.6% |
| 6M | +21.3% | +13.6% | +7.7% | +13.5% |
| YTD | +35.3% | +12.2% | +23.0% | +26.6% |
| 1Y | -2.7% | -16.3% | +13.5% | +4.3% |
| 3Y | +40.3% | +36.4% | +3.9% | +16.9% |
| 5Y | +941.8% | +95.0% | +846.9% | +626.6% |
| 10Y | +1,687.4% | +813.2% | +874.1% | +611.8% |
| All | +1,458.7% | +647.6% | +811.1% | +544.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling