+44.6%
SMCI vs SGOV
+14.4%
+30.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | 0.0% | +1.2% | +1.3% |
| 30D | +6.6% | +0.3% | +6.3% | +6.8% |
| 3M | +25.4% | +0.9% | +24.5% | +23.2% |
| 6M | +26.1% | +1.8% | +24.3% | +18.3% |
| YTD | +37.0% | +2.5% | +34.5% | +19.9% |
| 1Y | -8.8% | +3.8% | -12.5% | -26.1% |
| 3Y | +44.6% | +14.4% | +30.2% | -79.3% |
| All | +44.6% | +14.4% | +30.2% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 3y: compounded portfolio wealth divided by compounded SGOV 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…
3y analysis · Full analysis span regression · 6 months rolling