+4,167.1%
SMCI vs VALE
+147.8%
+4,019.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.7% |
| 7D | -1.3% | -0.2% | -1.1% | -1.2% |
| 30D | +18.3% | +9.7% | +8.5% | +14.9% |
| 3M | +27.7% | +5.3% | +22.4% | +26.0% |
| 6M | +17.6% | +0.5% | +17.0% | +19.1% |
| YTD | +27.7% | +20.6% | +7.1% | +22.5% |
| 1Y | -14.9% | +57.6% | -72.5% | -24.4% |
| 3Y | +33.2% | +50.6% | -17.4% | +18.4% |
| 5Y | +921.6% | +41.8% | +879.7% | +781.8% |
| 10Y | +1,672.4% | +515.1% | +1,157.3% | +805.2% |
| All | +4,167.1% | +147.8% | +4,019.3% | +1,928.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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