+4,167.1%
SMCI vs SPYG
+1,011.6%
+3,155.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -2.9% |
| 7D | -1.3% | -1.8% | +0.5% | +1.1% |
| 30D | +18.3% | -1.9% | +20.2% | +21.7% |
| 3M | +27.7% | +5.2% | +22.6% | +21.0% |
| 6M | +17.6% | +15.6% | +2.0% | +3.3% |
| YTD | +27.7% | +12.4% | +15.3% | +16.6% |
| 1Y | -14.9% | +17.5% | -32.3% | -25.6% |
| 3Y | +33.2% | +98.1% | -64.9% | -30.5% |
| 5Y | +921.6% | +84.9% | +836.7% | +483.3% |
| 10Y | +1,672.4% | +417.7% | +1,254.7% | +207.8% |
| All | +4,167.1% | +1,011.6% | +3,155.5% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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