+4,477.6%
SMCI vs SNY
+124.4%
+4,353.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -3.3% | +4.6% | +2.8% |
| 30D | +6.6% | -2.2% | +8.8% | +7.6% |
| 3M | +25.4% | -3.0% | +28.5% | +26.2% |
| 6M | +26.1% | +2.7% | +23.4% | +24.3% |
| YTD | +37.0% | -6.8% | +43.8% | +40.9% |
| 1Y | -8.8% | -5.3% | -3.5% | -7.2% |
| 3Y | +44.6% | -9.8% | +54.4% | +43.1% |
| 5Y | +995.9% | +9.7% | +986.3% | +845.3% |
| 10Y | +1,801.4% | +64.5% | +1,736.9% | +1,192.0% |
| All | +4,477.6% | +124.4% | +4,353.2% | +2,278.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling