+1,731.1%
SMCI vs ROKU
+880.6%
+850.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | +6.6% | +2.1% | +4.6% | +6.2% |
| 3M | +25.4% | +29.5% | -4.1% | +18.0% |
| 6M | +26.1% | +53.8% | -27.7% | +15.7% |
| YTD | +37.0% | +42.8% | -5.8% | +27.2% |
| 1Y | -8.8% | +60.7% | -69.5% | -17.3% |
| 3Y | +44.6% | +83.9% | -39.3% | +26.4% |
| 5Y | +995.9% | -52.8% | +1,048.7% | +935.0% |
| All | +1,731.1% | +880.6% | +850.5% | +1,292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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