+1,770.3%
SMCI vs SYY
+116.5%
+1,653.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.9% |
| 7D | +1.3% | +3.9% | -2.7% | 0.0% |
| 30D | +6.6% | -1.7% | +8.4% | +7.2% |
| 3M | +25.4% | +5.2% | +20.3% | +22.6% |
| 6M | +26.1% | -0.2% | +26.3% | +24.7% |
| YTD | +37.0% | +15.4% | +21.6% | +28.2% |
| 1Y | -8.8% | +5.6% | -14.4% | -12.2% |
| 3Y | +44.6% | +28.9% | +15.7% | +24.6% |
| 5Y | +995.9% | +24.1% | +971.9% | +854.0% |
| All | +1,770.3% | +116.5% | +1,653.8% | +1,112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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