+980.0%
SMCI vs SNY
+9.4%
+970.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -3.3% | +4.6% | +1.7% |
| 30D | +6.6% | -2.2% | +8.8% | +6.9% |
| 3M | +25.4% | -3.0% | +28.5% | +25.7% |
| 6M | +26.1% | +2.7% | +23.4% | +25.8% |
| YTD | +37.0% | -6.8% | +43.8% | +38.0% |
| 1Y | -8.8% | -5.3% | -3.5% | -8.3% |
| 3Y | +44.6% | -9.8% | +54.4% | +46.1% |
| All | +980.0% | +9.4% | +970.5% | +879.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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