+4,419.4%
SMCI vs SO
+464.9%
+3,954.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.3% | +4.8% |
| 7D | +6.8% | -0.2% | +6.9% | +6.8% |
| 30D | +30.6% | -4.6% | +35.2% | +32.6% |
| 3M | -15.6% | -3.0% | -12.5% | -15.1% |
| 6M | +21.3% | -8.3% | +29.5% | +24.4% |
| YTD | +35.3% | +3.5% | +31.7% | +32.7% |
| 1Y | -2.7% | -0.9% | -1.8% | -3.2% |
| 3Y | +40.3% | +45.4% | -5.0% | +14.5% |
| 5Y | +941.8% | +59.6% | +882.2% | +695.4% |
| 10Y | +1,687.4% | +156.6% | +1,530.8% | +930.4% |
| All | +4,419.4% | +464.9% | +3,954.5% | +1,429.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling