+1,770.3%
SMCI vs SM
+23.0%
+1,747.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.3% |
| 7D | +1.3% | +4.6% | -3.3% | +0.7% |
| 30D | +6.6% | +18.2% | -11.6% | +4.4% |
| 3M | +25.4% | +22.5% | +2.9% | +21.8% |
| 6M | +26.1% | +50.6% | -24.4% | +17.2% |
| YTD | +37.0% | +108.1% | -71.1% | +21.7% |
| 1Y | -8.8% | +46.0% | -54.8% | -15.3% |
| 3Y | +44.6% | +2.9% | +41.7% | +38.2% |
| 5Y | +995.9% | +112.6% | +883.3% | +853.0% |
| All | +1,770.3% | +23.0% | +1,747.3% | +1,203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 10y: compounded portfolio wealth divided by compounded SM 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…
10y analysis · Full analysis span regression · 6 months rolling