+523.6%
SMCI vs STLA
-74.6%
+598.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -6.6% | -13.8% | +7.2% | -0.1% |
| 30D | -24.9% | -10.5% | -14.4% | -21.7% |
| 3M | -31.4% | -28.9% | -2.5% | -20.8% |
| 6M | -16.0% | -49.7% | +33.7% | +14.7% |
| YTD | -8.2% | -64.9% | +56.7% | +42.8% |
| 1Y | -23.4% | -64.0% | +40.6% | +17.1% |
| 3Y | +5.0% | -77.4% | +82.5% | +94.6% |
| All | +523.6% | -74.6% | +598.1% | +902.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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