+967.2%
SMCI vs SNAP
-92.8%
+1,060.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.8% |
| 7D | +5.2% | -5.0% | +10.2% | +6.4% |
| 30D | +23.7% | -0.7% | +24.5% | +23.4% |
| 3M | -4.2% | -5.0% | +0.8% | -3.7% |
| 6M | +21.7% | +3.5% | +18.2% | +19.5% |
| YTD | +33.0% | -34.2% | +67.2% | +43.2% |
| 1Y | -9.3% | -27.1% | +17.8% | -4.7% |
| 3Y | +38.7% | -43.5% | +82.2% | +48.8% |
| 5Y | +967.2% | -92.9% | +1,060.0% | +1,236.0% |
| All | +967.2% | -92.8% | +1,060.0% | +1,236.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling