+1,770.3%
SMCI vs TECH
+189.9%
+1,580.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -0.4% | +1.7% | +1.5% |
| 30D | +6.6% | 0.0% | +6.7% | +6.6% |
| 3M | +25.4% | +33.7% | -8.2% | +10.8% |
| 6M | +26.1% | +34.9% | -8.8% | +8.6% |
| YTD | +37.0% | +23.2% | +13.8% | +22.8% |
| 1Y | -8.8% | +36.3% | -45.1% | -22.2% |
| 3Y | +44.6% | +2.3% | +42.3% | +32.2% |
| 5Y | +995.9% | -42.9% | +1,038.8% | +1,155.2% |
| All | +1,770.3% | +189.9% | +1,580.4% | +898.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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