+980.0%
SMCI vs STX
+1,049.0%
-69.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.7% | +11.0% | +9.2% |
| 7D | +1.3% | -2.3% | +3.5% | +2.2% |
| 30D | +6.6% | -5.5% | +12.1% | +8.9% |
| 3M | +25.4% | -4.3% | +29.7% | +24.0% |
| 6M | +26.1% | +115.6% | -89.5% | -18.2% |
| YTD | +37.0% | +202.2% | -165.2% | -29.7% |
| 1Y | -8.8% | +325.3% | -334.1% | -64.6% |
| 3Y | +44.6% | +1,283.9% | -1,239.3% | -74.8% |
| All | +980.0% | +1,049.0% | -69.0% | +115.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling