+44.6%
SMCI vs SNAP
-40.1%
+84.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.4% | +6.3% |
| 7D | +1.3% | +3.8% | -2.6% | -0.1% |
| 30D | +6.6% | +9.2% | -2.6% | +2.9% |
| 3M | +25.4% | +6.6% | +18.9% | +20.7% |
| 6M | +26.1% | +16.9% | +9.3% | +16.7% |
| YTD | +37.0% | -29.6% | +66.6% | +50.7% |
| 1Y | -8.8% | -22.1% | +13.3% | -3.8% |
| 3Y | +44.6% | -39.8% | +84.4% | +35.6% |
| All | +44.6% | -40.1% | +84.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 3y: compounded portfolio wealth divided by compounded SNAP 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…
3y analysis · Full analysis span regression · 6 months rolling