+1,770.3%
SMCI vs SPG
+64.5%
+1,705.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -1.2% | +2.4% | +1.7% |
| 30D | +6.6% | -6.1% | +12.8% | +9.1% |
| 3M | +25.4% | -3.6% | +29.1% | +26.3% |
| 6M | +26.1% | +10.4% | +15.7% | +21.0% |
| YTD | +37.0% | +14.4% | +22.6% | +29.9% |
| 1Y | -8.8% | +16.5% | -25.3% | -14.3% |
| 3Y | +44.6% | +106.8% | -62.2% | +9.8% |
| 5Y | +995.9% | +108.9% | +887.0% | +728.7% |
| All | +1,770.3% | +64.5% | +1,705.9% | +1,496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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