+1,690.2%
SMCI vs SE
+553.8%
+1,136.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.6% |
| 7D | +1.3% | -5.2% | +6.5% | +2.6% |
| 30D | +6.6% | -17.1% | +23.7% | +11.5% |
| 3M | +25.4% | +24.0% | +1.4% | +17.6% |
| 6M | +26.1% | +21.0% | +5.2% | +19.6% |
| YTD | +37.0% | -16.7% | +53.7% | +40.5% |
| 1Y | -8.8% | -45.9% | +37.2% | +3.4% |
| 3Y | +44.6% | +177.8% | -133.2% | +17.5% |
| 5Y | +995.9% | -67.4% | +1,063.3% | +1,074.2% |
| All | +1,690.2% | +553.8% | +1,136.4% | +1,027.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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