+980.0%
SMCI vs SIRI
-41.5%
+1,021.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +7.1% |
| 7D | +1.3% | +0.6% | +0.7% | +1.2% |
| 30D | +6.6% | +2.5% | +4.1% | +5.9% |
| 3M | +25.4% | +6.6% | +18.8% | +22.6% |
| 6M | +26.1% | +32.9% | -6.7% | +17.2% |
| YTD | +37.0% | +50.5% | -13.5% | +23.0% |
| 1Y | -8.8% | +28.0% | -36.7% | -15.2% |
| 3Y | +44.6% | -22.4% | +67.0% | +42.2% |
| All | +980.0% | -41.5% | +1,021.5% | +1,025.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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