+4,419.4%
SMCI vs SLV
+352.6%
+4,066.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.8% |
| 7D | +6.8% | -0.3% | +7.1% | +6.8% |
| 30D | +30.6% | +6.7% | +23.9% | +28.4% |
| 3M | -15.6% | -10.7% | -4.9% | -13.0% |
| 6M | +21.3% | -20.6% | +41.9% | +28.9% |
| YTD | +35.3% | -7.1% | +42.4% | +35.8% |
| 1Y | -2.7% | +62.0% | -64.7% | -14.3% |
| 3Y | +40.3% | +169.8% | -129.5% | +10.4% |
| 5Y | +941.8% | +161.5% | +780.4% | +715.6% |
| 10Y | +1,687.4% | +224.4% | +1,463.0% | +1,197.1% |
| All | +4,419.4% | +352.6% | +4,066.8% | +2,509.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling