+2,315.7%
SMCI vs SPOT
+216.9%
+2,098.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | +1.3% | -3.1% | +4.4% | +2.1% |
| 30D | +6.6% | +7.4% | -0.8% | +4.4% |
| 3M | +25.4% | +8.2% | +17.3% | +21.5% |
| 6M | +26.1% | +2.2% | +23.9% | +23.0% |
| YTD | +37.0% | -9.5% | +46.5% | +36.8% |
| 1Y | -8.8% | -23.8% | +15.1% | -4.2% |
| 3Y | +44.6% | +233.5% | -188.9% | +0.5% |
| 5Y | +995.9% | +112.2% | +883.7% | +681.1% |
| All | +2,315.7% | +216.9% | +2,098.8% | +1,456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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