+1,413.5%
SMCI vs SNAP
-77.4%
+1,490.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.8% |
| 7D | +9.7% | +1.5% | +8.2% | +9.3% |
| 30D | +29.3% | +1.9% | +27.5% | +28.4% |
| 3M | -8.5% | -3.9% | -4.6% | -8.2% |
| 6M | +28.6% | +5.2% | +23.4% | +26.4% |
| YTD | +37.5% | -32.7% | +70.3% | +45.7% |
| 1Y | +0.5% | -24.8% | +25.3% | +4.3% |
| 3Y | +43.4% | -42.2% | +85.6% | +51.2% |
| 5Y | +1,008.2% | -92.7% | +1,100.9% | +1,271.5% |
| All | +1,413.5% | -77.4% | +1,490.9% | +1,306.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling