+980.0%
SMCI vs SLV
+166.6%
+813.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.9% |
| 7D | +1.3% | -2.8% | +4.1% | +2.3% |
| 30D | +6.6% | -1.6% | +8.2% | +7.1% |
| 3M | +25.4% | -4.4% | +29.9% | +27.1% |
| 6M | +26.1% | -25.4% | +51.5% | +38.4% |
| YTD | +37.0% | -9.8% | +46.8% | +37.4% |
| 1Y | -8.8% | +53.8% | -62.6% | -24.0% |
| 3Y | +44.6% | +174.7% | -130.1% | +1.5% |
| All | +980.0% | +166.6% | +813.4% | +618.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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