+1,196.9%
SMCI vs ROIV
+288.8%
+908.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.3% |
| 7D | +1.3% | +16.9% | -15.6% | -2.0% |
| 30D | +6.6% | +12.9% | -6.3% | +3.8% |
| 3M | +25.4% | +37.3% | -11.9% | +17.8% |
| 6M | +26.1% | +38.0% | -11.9% | +18.5% |
| YTD | +37.0% | +88.1% | -51.1% | +22.0% |
| 1Y | -8.8% | +183.3% | -192.0% | -24.1% |
| 3Y | +44.6% | +254.6% | -210.0% | +14.1% |
| 5Y | +995.9% | +309.8% | +686.1% | +655.2% |
| All | +1,196.9% | +288.8% | +908.1% | +808.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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