+4,495.9%
SMCI vs SAN
+156.0%
+4,339.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | +9.7% | +3.3% | +6.3% | +8.1% |
| 30D | +29.3% | +1.1% | +28.2% | +28.7% |
| 3M | -8.5% | +22.2% | -30.7% | -15.8% |
| 6M | +28.6% | +36.0% | -7.4% | +14.4% |
| YTD | +37.5% | +28.2% | +9.3% | +25.5% |
| 1Y | +0.5% | +54.1% | -53.6% | -15.3% |
| 3Y | +43.4% | +354.2% | -310.8% | -24.8% |
| 5Y | +1,008.2% | +387.3% | +620.9% | +447.9% |
| 10Y | +1,776.0% | +334.8% | +1,441.2% | +792.2% |
| All | +4,495.9% | +156.0% | +4,339.9% | +1,854.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SAN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling