+1,770.3%
SMCI vs VIAV
+419.4%
+1,350.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +5.6% |
| 7D | +1.3% | +11.2% | -9.9% | -3.9% |
| 30D | +6.6% | -10.1% | +16.7% | +11.1% |
| 3M | +25.4% | -22.9% | +48.3% | +39.3% |
| 6M | +26.1% | +28.8% | -2.6% | +8.7% |
| YTD | +37.0% | +117.5% | -80.5% | -12.0% |
| 1Y | -8.8% | +216.1% | -224.8% | -52.9% |
| 3Y | +44.6% | +292.2% | -247.6% | -36.2% |
| 5Y | +995.9% | +141.0% | +854.9% | +515.9% |
| All | +1,770.3% | +419.4% | +1,350.9% | +686.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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