+2,245.2%
SMCI vs SPOT
+215.3%
+2,029.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -3.0% |
| 7D | +5.2% | -6.5% | +11.7% | +7.0% |
| 30D | +23.7% | +2.2% | +21.6% | +22.6% |
| 3M | -4.2% | +5.4% | -9.6% | -6.8% |
| 6M | +21.7% | -4.0% | +25.7% | +20.8% |
| YTD | +33.0% | -9.9% | +42.9% | +33.0% |
| 1Y | -9.3% | -27.3% | +18.0% | -3.5% |
| 3Y | +38.7% | +236.4% | -197.7% | -3.8% |
| 5Y | +967.2% | +112.6% | +854.6% | +660.5% |
| All | +2,245.2% | +215.3% | +2,029.9% | +1,412.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling