+1,438.4%
SMCI vs SYF
+333.7%
+1,104.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.4% |
| 7D | +9.7% | +2.6% | +7.1% | +8.4% |
| 30D | +29.3% | 0.0% | +29.3% | +29.4% |
| 3M | -8.5% | +11.9% | -20.4% | -12.9% |
| 6M | +28.6% | +18.9% | +9.7% | +19.4% |
| YTD | +37.5% | -4.6% | +42.1% | +40.1% |
| 1Y | +0.5% | +6.4% | -5.8% | -2.5% |
| 3Y | +43.4% | +167.2% | -123.7% | -10.8% |
| 5Y | +1,008.2% | +92.3% | +915.8% | +668.3% |
| 10Y | +1,776.0% | +263.2% | +1,512.9% | +794.1% |
| All | +1,438.4% | +333.7% | +1,104.7% | +626.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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