+921.6%
SMCI vs SPY
+79.8%
+841.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -2.8% |
| 7D | -1.3% | -2.0% | +0.7% | +2.8% |
| 30D | +18.3% | -1.7% | +19.9% | +22.7% |
| 3M | +27.7% | +4.7% | +23.0% | +17.7% |
| 6M | +17.6% | +12.5% | +5.1% | -1.1% |
| YTD | +27.7% | +11.7% | +16.0% | +9.6% |
| 1Y | -14.9% | +17.5% | -32.4% | -32.7% |
| 3Y | +33.2% | +76.6% | -43.4% | -42.5% |
| 5Y | +921.6% | +82.0% | +839.6% | +359.1% |
| All | +921.6% | +79.8% | +841.8% | +359.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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