+962.6%
SMCI vs RACE
+639.5%
+323.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.5% | -8.8% | -10.0% |
| 7D | -0.3% | -4.0% | +3.7% | +1.9% |
| 30D | -30.9% | +3.5% | -34.5% | -32.3% |
| 3M | -28.2% | -0.4% | -27.8% | -28.2% |
| 6M | -17.7% | +23.2% | -40.8% | -26.6% |
| YTD | -7.8% | +11.0% | -18.8% | -13.3% |
| 1Y | -28.8% | -2.2% | -26.6% | -28.6% |
| 3Y | +1.5% | +22.5% | -21.1% | -11.0% |
| 5Y | +517.8% | +63.2% | +454.6% | +365.9% |
| 10Y | +958.4% | +704.3% | +254.1% | +339.8% |
| All | +962.6% | +639.5% | +323.1% | +341.2% |
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