+980.0%
SMCI vs SO
+57.0%
+923.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +7.9% | +7.2% |
| 7D | +1.3% | -1.1% | +2.4% | +1.1% |
| 30D | +6.6% | -5.0% | +11.6% | +5.7% |
| 3M | +25.4% | -5.8% | +31.2% | +24.2% |
| 6M | +26.1% | -7.9% | +34.1% | +24.9% |
| YTD | +37.0% | +2.4% | +34.6% | +38.0% |
| 1Y | -8.8% | -2.3% | -6.5% | -8.6% |
| 3Y | +44.6% | +41.9% | +2.7% | +42.7% |
| All | +980.0% | +57.0% | +923.0% | +950.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling