+980.0%
SMCI vs VICR
+57.6%
+922.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +11.2% | -3.9% | +3.6% |
| 7D | +1.3% | +5.0% | -3.7% | -0.3% |
| 30D | +6.6% | -12.5% | +19.1% | +10.7% |
| 3M | +25.4% | -33.6% | +59.0% | +40.2% |
| 6M | +26.1% | +10.7% | +15.5% | +18.3% |
| YTD | +37.0% | +80.6% | -43.6% | +8.0% |
| 1Y | -8.8% | +288.4% | -297.1% | -46.0% |
| 3Y | +44.6% | +213.8% | -169.2% | -13.6% |
| All | +980.0% | +57.6% | +922.3% | +555.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 5y: compounded portfolio wealth divided by compounded VICR 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…
5y analysis · Full analysis span regression · 6 months rolling