-18.6%
SMCI vs SN
+671.3%
-689.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.3% | -1.4% |
| 7D | -6.6% | +1.5% | -8.1% | -7.0% |
| 30D | -24.9% | +21.5% | -46.4% | -29.9% |
| 3M | -31.4% | +20.0% | -51.4% | -35.9% |
| 6M | -16.0% | +119.9% | -136.0% | -37.7% |
| YTD | -8.2% | +102.3% | -110.5% | -30.0% |
| 1Y | -23.4% | +148.0% | -171.4% | -45.6% |
| 3Y | +5.0% | +450.0% | -445.0% | -25.4% |
| All | -18.6% | +671.3% | -689.9% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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