+4,477.6%
SMCI vs TROW
+315.4%
+4,162.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.4% | +7.9% |
| 7D | +1.3% | -3.2% | +4.5% | +3.0% |
| 30D | +6.6% | -4.6% | +11.2% | +9.3% |
| 3M | +25.4% | -0.7% | +26.1% | +24.3% |
| 6M | +26.1% | +22.2% | +3.9% | +12.3% |
| YTD | +37.0% | +6.6% | +30.4% | +30.9% |
| 1Y | -8.8% | +5.8% | -14.6% | -12.5% |
| 3Y | +44.6% | +11.6% | +33.0% | +34.6% |
| 5Y | +995.9% | -38.9% | +1,034.9% | +1,268.4% |
| 10Y | +1,801.4% | +128.5% | +1,672.8% | +1,094.5% |
| All | +4,477.6% | +315.4% | +4,162.3% | +1,836.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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