+921.6%
SMCI vs SPOT
+111.2%
+810.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | -1.3% | -6.9% | +5.6% | +0.8% |
| 30D | +18.3% | +4.1% | +14.2% | +16.3% |
| 3M | +27.7% | +3.7% | +24.0% | +24.5% |
| 6M | +17.6% | -1.6% | +19.2% | +15.6% |
| YTD | +27.7% | -10.2% | +37.9% | +28.0% |
| 1Y | -14.9% | -25.9% | +11.0% | -8.4% |
| 3Y | +33.2% | +235.6% | -202.4% | -17.6% |
| 5Y | +921.6% | +110.6% | +811.0% | +526.9% |
| All | +921.6% | +111.2% | +810.4% | +526.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling