+1,643.5%
SMCI vs SO
+160.7%
+1,482.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | -1.3% | -1.1% | -0.1% | -1.1% |
| 30D | +18.3% | -3.7% | +22.0% | +19.1% |
| 3M | +27.7% | -5.9% | +33.6% | +29.0% |
| 6M | +17.6% | -7.3% | +24.9% | +19.1% |
| YTD | +27.7% | +3.1% | +24.6% | +26.5% |
| 1Y | -14.9% | -1.0% | -13.9% | -15.1% |
| 3Y | +33.2% | +43.2% | -10.1% | +16.4% |
| 5Y | +921.6% | +59.1% | +862.5% | +747.2% |
| All | +1,643.5% | +160.7% | +1,482.8% | +1,346.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling