+1,336.8%
SMCI vs RUN
-34.5%
+1,371.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.4% |
| 7D | +1.3% | -3.7% | +5.0% | +1.9% |
| 30D | +6.6% | -13.0% | +19.6% | +9.1% |
| 3M | +25.4% | -31.8% | +57.2% | +33.2% |
| 6M | +26.1% | -32.2% | +58.4% | +35.0% |
| YTD | +37.0% | -53.5% | +90.5% | +53.0% |
| 1Y | -8.8% | -46.5% | +37.8% | -1.1% |
| 3Y | +44.6% | -37.6% | +82.2% | +31.5% |
| 5Y | +995.9% | -80.9% | +1,076.8% | +1,004.6% |
| 10Y | +1,801.4% | +41.3% | +1,760.1% | +1,177.7% |
| All | +1,336.8% | -34.5% | +1,371.2% | +892.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling