+1,099.6%
SMCI vs SE
+363.8%
+735.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.7% |
| 7D | -6.6% | -0.5% | -6.1% | -6.6% |
| 30D | -24.9% | -20.9% | -4.0% | -20.9% |
| 3M | -31.4% | -38.9% | +7.5% | -23.2% |
| 6M | -16.0% | -19.4% | +3.4% | -13.1% |
| YTD | -8.2% | -40.9% | +32.7% | +1.6% |
| 1Y | -23.4% | -46.2% | +22.8% | -13.4% |
| 3Y | +5.0% | +63.7% | -58.7% | -4.6% |
| 5Y | +515.0% | -77.9% | +592.9% | +619.1% |
| All | +1,099.6% | +363.8% | +735.8% | +715.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling