+4,495.9%
SMCI vs TECH
+513.8%
+3,982.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +9.7% | +0.2% | +9.5% | +9.6% |
| 30D | +29.3% | +0.1% | +29.2% | +29.3% |
| 3M | -8.5% | +37.5% | -46.0% | -21.6% |
| 6M | +28.6% | +34.6% | -6.0% | +7.8% |
| YTD | +37.5% | +23.5% | +14.1% | +20.3% |
| 1Y | +0.5% | +34.4% | -33.8% | -16.5% |
| 3Y | +43.4% | +2.3% | +41.2% | +27.6% |
| 5Y | +1,008.2% | -41.7% | +1,049.9% | +1,171.0% |
| 10Y | +1,776.0% | +177.6% | +1,598.4% | +740.8% |
| All | +4,495.9% | +513.8% | +3,982.1% | +1,121.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling