+1,643.5%
SMCI vs V
+384.5%
+1,259.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -3.9% | -4.0% |
| 7D | -1.3% | -3.0% | +1.8% | +0.5% |
| 30D | +18.3% | +1.2% | +17.1% | +17.1% |
| 3M | +27.7% | +13.9% | +13.8% | +16.0% |
| 6M | +17.6% | +17.2% | +0.3% | +3.5% |
| YTD | +27.7% | +5.3% | +22.4% | +20.5% |
| 1Y | -14.9% | +9.5% | -24.3% | -22.3% |
| 3Y | +33.2% | +51.9% | -18.7% | -5.0% |
| 5Y | +921.6% | +69.6% | +852.0% | +570.5% |
| All | +1,643.5% | +384.5% | +1,259.0% | +585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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