+4,419.4%
SMCI vs STM
+342.9%
+4,076.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.7% | +3.7% |
| 7D | +6.8% | +5.8% | +1.0% | +4.0% |
| 30D | +30.6% | -1.0% | +31.6% | +30.9% |
| 3M | -15.6% | -33.3% | +17.7% | +1.4% |
| 6M | +21.3% | +57.4% | -36.1% | -2.2% |
| YTD | +35.3% | +102.2% | -66.9% | -3.0% |
| 1Y | -2.7% | +99.6% | -102.3% | -30.0% |
| 3Y | +40.3% | +14.5% | +25.8% | +27.7% |
| 5Y | +941.8% | +21.4% | +920.5% | +814.8% |
| 10Y | +1,687.4% | +695.0% | +992.4% | +582.9% |
| All | +4,419.4% | +342.9% | +4,076.5% | +1,408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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