+4,495.9%
SMCI vs STX
+7,617.6%
-3,121.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.5% | -4.8% | -0.7% |
| 7D | +9.7% | +10.7% | -1.1% | +5.5% |
| 30D | +29.3% | +11.3% | +18.1% | +24.2% |
| 3M | -8.5% | +3.2% | -11.7% | -10.6% |
| 6M | +28.6% | +157.0% | -128.4% | -10.4% |
| YTD | +37.5% | +229.2% | -191.7% | -14.5% |
| 1Y | +0.5% | +381.8% | -381.3% | -47.4% |
| 3Y | +43.4% | +1,383.2% | -1,339.7% | -49.8% |
| 5Y | +1,008.2% | +1,144.9% | -136.7% | +307.2% |
| 10Y | +1,776.0% | +3,676.0% | -1,900.0% | +362.7% |
| All | +4,495.9% | +7,617.6% | -3,121.7% | +486.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling