+1,770.3%
SMCI vs STX
+3,412.6%
-1,642.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.7% | +11.0% | +9.0% |
| 7D | +1.3% | -2.3% | +3.5% | +2.1% |
| 30D | +6.6% | -5.5% | +12.1% | +8.7% |
| 3M | +25.4% | -4.3% | +29.7% | +24.5% |
| 6M | +26.1% | +115.6% | -89.5% | -13.5% |
| YTD | +37.0% | +202.2% | -165.2% | -22.6% |
| 1Y | -8.8% | +325.3% | -334.1% | -58.4% |
| 3Y | +44.6% | +1,283.9% | -1,239.3% | -63.1% |
| 5Y | +995.9% | +1,048.3% | -52.4% | +199.0% |
| All | +1,770.3% | +3,412.6% | -1,642.3% | +234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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