+1,770.3%
SMCI vs STT
+271.9%
+1,498.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.7% |
| 7D | +1.3% | -0.4% | +1.7% | +1.5% |
| 30D | +6.6% | +1.7% | +4.9% | +5.7% |
| 3M | +25.4% | +17.9% | +7.5% | +15.9% |
| 6M | +26.1% | +55.3% | -29.1% | +2.2% |
| YTD | +37.0% | +52.7% | -15.7% | +11.7% |
| 1Y | -8.8% | +75.7% | -84.4% | -30.4% |
| 3Y | +44.6% | +197.9% | -153.3% | -15.0% |
| 5Y | +995.9% | +158.8% | +837.2% | +561.9% |
| All | +1,770.3% | +271.9% | +1,498.4% | +799.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling