+3,136.3%
SMCI vs STLA
+252.7%
+2,883.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +2.6% |
| 7D | +9.7% | +0.7% | +8.9% | +9.4% |
| 30D | +29.3% | -2.4% | +31.7% | +29.9% |
| 3M | -8.5% | -23.9% | +15.4% | -0.4% |
| 6M | +28.6% | -24.6% | +53.2% | +41.3% |
| YTD | +37.5% | -50.5% | +88.1% | +66.8% |
| 1Y | +0.5% | -39.8% | +40.4% | +14.3% |
| 3Y | +43.4% | -65.6% | +109.1% | +88.1% |
| 5Y | +1,008.2% | -62.1% | +1,070.3% | +1,298.5% |
| 10Y | +1,776.0% | +47.8% | +1,728.3% | +1,627.4% |
| All | +3,136.3% | +252.7% | +2,883.7% | +2,730.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling