+4,344.1%
SMCI vs SPY
+661.8%
+3,682.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.7% |
| 7D | +5.2% | -0.4% | +5.6% | +5.7% |
| 30D | +23.7% | -1.4% | +25.1% | +26.2% |
| 3M | -4.2% | +3.7% | -7.9% | -7.1% |
| 6M | +21.7% | +13.0% | +8.7% | +8.4% |
| YTD | +33.0% | +12.4% | +20.6% | +20.0% |
| 1Y | -9.3% | +18.5% | -27.8% | -22.8% |
| 3Y | +38.7% | +77.6% | -38.9% | -21.7% |
| 5Y | +967.2% | +81.7% | +885.5% | +505.3% |
| 10Y | +1,745.9% | +319.7% | +1,426.2% | +314.8% |
| All | +4,344.1% | +661.8% | +3,682.3% | +364.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling