+980.0%
SMCI vs RUN
-81.0%
+1,061.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.4% |
| 7D | +1.3% | -3.7% | +5.0% | +2.0% |
| 30D | +6.6% | -13.0% | +19.6% | +9.3% |
| 3M | +25.4% | -31.8% | +57.2% | +33.9% |
| 6M | +26.1% | -32.2% | +58.4% | +35.8% |
| YTD | +37.0% | -53.5% | +90.5% | +54.1% |
| 1Y | -8.8% | -46.5% | +37.8% | -0.4% |
| 3Y | +44.6% | -37.6% | +82.2% | +30.4% |
| All | +980.0% | -81.0% | +1,061.0% | +973.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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