+964.0%
SMCI vs STLA
-63.6%
+1,027.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.5% |
| 7D | +5.2% | +0.4% | +4.8% | +5.0% |
| 30D | +23.7% | -5.2% | +28.9% | +26.3% |
| 3M | -4.2% | -24.9% | +20.7% | +9.7% |
| 6M | +21.7% | -25.2% | +46.9% | +40.9% |
| YTD | +33.0% | -51.4% | +84.4% | +79.6% |
| 1Y | -9.3% | -40.7% | +31.4% | +9.4% |
| 3Y | +38.7% | -66.3% | +105.0% | +112.9% |
| All | +964.0% | -63.6% | +1,027.6% | +1,368.5% |
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