+967.2%
SMCI vs ROIV
+319.8%
+647.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.5% |
| 7D | +5.2% | +22.3% | -17.1% | +0.9% |
| 30D | +23.7% | +16.9% | +6.9% | +19.8% |
| 3M | -4.2% | +43.9% | -48.1% | -10.6% |
| 6M | +21.7% | +41.6% | -19.9% | +13.9% |
| YTD | +33.0% | +92.7% | -59.7% | +17.9% |
| 1Y | -9.3% | +210.2% | -219.5% | -25.6% |
| 3Y | +38.7% | +231.8% | -193.1% | +10.4% |
| 5Y | +967.2% | +319.8% | +647.4% | +618.4% |
| All | +967.2% | +319.8% | +647.4% | +618.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling