+4,495.9%
SMCI vs SM
+16.1%
+4,479.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +1.1% |
| 7D | +9.7% | -0.2% | +9.8% | +9.7% |
| 30D | +29.3% | +31.5% | -2.2% | +23.5% |
| 3M | -8.5% | +17.3% | -25.8% | -11.8% |
| 6M | +28.6% | +48.5% | -19.9% | +17.0% |
| YTD | +37.5% | +106.3% | -68.7% | +18.1% |
| 1Y | +0.5% | +47.3% | -46.7% | -9.0% |
| 3Y | +43.4% | -1.4% | +44.9% | +36.5% |
| 5Y | +1,008.2% | +114.0% | +894.1% | +801.1% |
| 10Y | +1,776.0% | +12.5% | +1,763.6% | +1,119.4% |
| All | +4,495.9% | +16.1% | +4,479.8% | +1,789.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling