+517.8%
SMCI vs ROIV
+413.4%
+104.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.4% | -6.9% | -10.4% |
| 7D | -0.3% | +9.2% | -9.5% | -2.0% |
| 30D | -30.9% | +19.9% | -50.8% | -33.3% |
| 3M | -28.2% | +10.6% | -38.8% | -29.9% |
| 6M | -17.7% | +36.1% | -53.8% | -22.8% |
| YTD | -7.8% | +84.3% | -92.1% | -18.2% |
| 1Y | -28.8% | +87.6% | -116.4% | -37.1% |
| 3Y | +1.5% | +353.9% | -352.5% | -23.0% |
| 5Y | +517.8% | +376.1% | +141.7% | +298.4% |
| All | +517.8% | +413.4% | +104.4% | +298.4% |
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