+980.0%
SMCI vs SHOP
-13.7%
+993.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.5% | +6.8% |
| 7D | +1.3% | -11.2% | +12.5% | +4.6% |
| 30D | +6.6% | -14.4% | +21.0% | +11.2% |
| 3M | +25.4% | +16.6% | +8.8% | +17.5% |
| 6M | +26.1% | -0.6% | +26.7% | +24.0% |
| YTD | +37.0% | -20.0% | +57.0% | +41.7% |
| 1Y | -8.8% | -11.2% | +2.4% | -8.5% |
| 3Y | +44.6% | +99.5% | -54.9% | +9.3% |
| All | +980.0% | -13.7% | +993.7% | +724.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 5y: compounded portfolio wealth divided by compounded SHOP 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…
5y analysis · Full analysis span regression · 6 months rolling