+1,770.3%
SMCI vs SAP
+176.2%
+1,594.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -4.1% | +5.4% | +3.7% |
| 30D | +6.6% | +1.1% | +5.5% | +5.8% |
| 3M | +25.4% | +26.1% | -0.7% | +5.4% |
| 6M | +26.1% | +9.8% | +16.3% | +17.9% |
| YTD | +37.0% | -13.6% | +50.6% | +46.0% |
| 1Y | -8.8% | -18.7% | +9.9% | +1.2% |
| 3Y | +44.6% | +54.1% | -9.5% | +10.7% |
| 5Y | +995.9% | +54.7% | +941.2% | +715.9% |
| All | +1,770.3% | +176.2% | +1,594.2% | +911.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SAP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling